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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 | $48,391 | $32,117+50.7% | $71,089-31.9% | $64,173-24.6% |
| Participation rate | 87.0% | 42.7%+44.3pp | 54.6%+32.4pp | 69.6%+17.4pp |
| Annual return | -1.25% | -5.57%+4.3pp | 650.65%-651.9pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,058 | $712+48.5% | $1,088-2.7% | $2,381-55.6% |
| Participant deferral / active EE | $4,800 | $1,263+280.1% | $1,873+156.3% | $3,470+38.3% |
| Admin fee / account holder | $1,693 | $2,759-38.6% | $3,082-45.1% | $4,887-65.4% |