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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 | $43,523 | $43,730-0.5% | $121,220-64.1% | $64,173-32.2% |
| Participation rate | 82.1% | 58.3%+23.7pp | 71.8%+10.3pp | 69.6%+12.5pp |
| Annual return | -6.66% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,613 | $1,297+101.5% | $4,023-35.0% | $2,381+9.8% |
| Participant deferral / active EE | $7,047 | $2,281+209.0% | $3,345+110.7% | $3,470+103.1% |
| Admin fee / account holder | $5,144 | $3,502+46.9% | $5,021+2.5% | $4,887+5.2% |