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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 | $48,054 | $32,117+49.6% | $71,089-32.4% | $64,173-25.1% |
| Participation rate | 87.4% | 42.7%+44.7pp | 54.6%+32.7pp | 69.6%+17.8pp |
| Annual return | -5.39% | -5.57%+0.2pp | 650.65%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $928 | $712+30.2% | $1,088-14.7% | $2,381-61.0% |
| Participant deferral / active EE | $3,035 | $1,263+140.3% | $1,873+62.1% | $3,470-12.5% |
| Admin fee / account holder | $4,918 | $2,759+78.3% | $3,082+59.6% | $4,887+0.6% |