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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 | $52,916 | $72,404-26.9% | $110,243-52.0% | $64,173-17.5% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.3pp |
| Annual return | -6.51% | -6.29%-0.2pp | 314.76%-321.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,810 | $2,282+110.8% | $3,827+25.7% | $2,381+102.0% |
| Participant deferral / active EE | $2,431 | $3,469-29.9% | $4,672-48.0% | $3,470-29.9% |
| Admin fee / account holder | $16,383 | $5,664+189.2% | $8,548+91.7% | $4,887+235.2% |