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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 | $41,886 | $32,117+30.4% | $71,089-41.1% | $64,173-34.7% |
| Participation rate | 81.6% | 42.7%+38.9pp | 54.6%+26.9pp | 69.6%+12.0pp |
| Annual return | -5.64% | -5.57%-0.1pp | 650.65%-656.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $568 | $712-20.2% | $1,088-47.8% | $2,381-76.1% |
| Participant deferral / active EE | $3,192 | $1,263+152.8% | $1,873+70.5% | $3,470-8.0% |
| Admin fee / account holder | $1,688 | $2,759-38.8% | $3,082-45.2% | $4,887-65.5% |