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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 | $46,028 | $82,674-44.3% | $125,363-63.3% | $68,495-32.8% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -7.07% | -5.97%-1.1pp | 572.15%-579.2pp | -7.84%+0.8pp |
| Employer contribution / active EE | $1,846 | $3,382-45.4% | $4,815-61.7% | $2,596-28.9% |
| Participant deferral / active EE | $3,049 | $6,111-50.1% | $7,447-59.1% | $4,028-24.3% |
| Admin fee / account holder | $17,779 | $6,276+183.3% | $10,005+77.7% | $5,403+229.0% |