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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 | $41,882 | $75,962-44.9% | $154,108-72.8% | $64,173-34.7% |
| Participation rate | 72.0% | 70.4%+1.6pp | 83.0%-11.0pp | 69.6%+2.4pp |
| Annual return | -4.50% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,725 | $3,350+41.1% | $5,298-10.8% | $2,381+98.5% |
| Participant deferral / active EE | $3,718 | $3,175+17.1% | $5,081-26.8% | $3,470+7.2% |
| Admin fee / account holder | $7,305 | $5,589+30.7% | $13,411-45.5% | $4,887+49.5% |