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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 | $123,234 | $45,872+168.6% | $77,100+59.8% | $68,490+79.9% |
| Participation rate | 72.4% | 55.9%+16.5pp | 67.9%+4.5pp | 67.9%+4.5pp |
| Annual return | -17.38% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $559 | $1,650-66.1% | $2,815-80.2% | $2,597-78.5% |
| Participant deferral / active EE | $5,732 | $2,963+93.5% | $4,430+29.4% | $4,028+42.3% |
| Admin fee / account holder | $3,442 | $3,041+13.2% | $5,443-36.8% | $5,403-36.3% |