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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 | $59,014 | $45,872+28.6% | $77,096-23.5% | $68,486-13.8% |
| Participation rate | 88.5% | 55.9%+32.5pp | 67.9%+20.5pp | 67.9%+20.6pp |
| Annual return | -17.12% | 1.73%-18.8pp | 42.35%-59.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,628 | $1,650+180.6% | $2,814+64.4% | $2,597+78.2% |
| Participant deferral / active EE | $7,829 | $2,963+164.3% | $4,429+76.8% | $4,028+94.4% |
| Admin fee / account holder | $348 | $3,041-88.6% | $5,428-93.6% | $5,404-93.6% |