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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 | $24,113 | $43,730-44.9% | $121,220-80.1% | $64,173-62.4% |
| Participation rate | 74.4% | 58.3%+16.1pp | 71.8%+2.7pp | 69.6%+4.8pp |
| Annual return | -5.86% | 68.94%-74.8pp | 16.94%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,890 | $1,297+45.7% | $4,023-53.0% | $2,381-20.6% |
| Participant deferral / active EE | $3,586 | $2,281+57.2% | $3,345+7.2% | $3,470+3.4% |
| Admin fee / account holder | $12,948 | $3,502+269.7% | $5,021+157.9% | $4,887+164.9% |