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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 | $70,235 | $73,102-3.9% | $123,549-43.2% | $56,287+24.8% |
| Participation rate | 95.7% | 74.3%+21.4pp | 82.3%+13.4pp | 69.9%+25.9pp |
| Annual return | -5.43% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,800 | $2,977+94.8% | $4,628+25.3% | $2,111+174.7% |
| Participant deferral / active EE | $4,076 | $5,423-24.8% | $6,426-36.6% | $3,350+21.7% |
| Admin fee / account holder | $2,668 | $554+381.9% | $9,284-71.3% | $521+412.2% |