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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 | $51,370 | $43,730+17.5% | $121,220-57.6% | $64,173-20.0% |
| Participation rate | 89.5% | 58.3%+31.1pp | 71.8%+17.7pp | 69.6%+19.9pp |
| Annual return | -2.77% | 68.94%-71.7pp | 16.94%-19.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,709 | $1,297+108.9% | $4,023-32.7% | $2,381+13.8% |
| Participant deferral / active EE | $2,543 | $2,281+11.5% | $3,345-24.0% | $3,470-26.7% |
| Admin fee / account holder | $852 | $3,502-75.7% | $5,021-83.0% | $4,887-82.6% |