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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 | $24,536 | $84,493-71.0% | $125,381-80.4% | $66,938-63.3% |
| Participation rate | 78.0% | 76.4%+1.6pp | 82.4%-4.3pp | 69.8%+8.2pp |
| Annual return | 5.13% | -8.49%+13.6pp | 572.31%-567.2pp | 1.58%+3.6pp |
| Employer contribution / active EE | $2,268 | $3,554-36.2% | $4,815-52.9% | $2,545-10.9% |
| Participant deferral / active EE | $4,285 | $6,783-36.8% | $7,448-42.5% | $4,238+1.1% |
| Admin fee / account holder | $2,114 | $685+208.6% | $10,007-78.9% | $594+256.2% |