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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,769 | $45,872+21.6% | $77,100-27.7% | $68,490-18.6% |
| Participation rate | 90.6% | 55.9%+34.7pp | 67.9%+22.7pp | 67.9%+22.7pp |
| Annual return | -17.22% | 1.73%-18.9pp | 42.35%-59.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,151 | $1,650-30.2% | $2,815-59.1% | $2,597-55.7% |
| Participant deferral / active EE | $6,143 | $2,963+107.4% | $4,430+38.7% | $4,028+52.5% |
| Admin fee / account holder | $5,678 | $3,041+86.7% | $5,443+4.3% | $5,403+5.1% |