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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 | $50,243 | $32,117+56.4% | $71,089-29.3% | $64,173-21.7% |
| Participation rate | 81.7% | 42.7%+39.0pp | 54.6%+27.0pp | 69.6%+12.1pp |
| Annual return | -6.43% | -5.57%-0.9pp | 650.65%-657.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,498 | $712+110.3% | $1,088+37.7% | $2,381-37.1% |
| Participant deferral / active EE | $2,291 | $1,263+81.4% | $1,873+22.4% | $3,470-34.0% |
| Admin fee / account holder | $3,946 | $2,759+43.0% | $3,082+28.0% | $4,887-19.3% |