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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 | $107,259 | $45,872+133.8% | $77,100+39.1% | $68,490+56.6% |
| Participation rate | 70.4% | 55.9%+14.4pp | 67.9%+2.4pp | 67.9%+2.5pp |
| Annual return | -19.06% | 1.73%-20.8pp | 42.35%-61.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,618 | $1,650-1.9% | $2,815-42.5% | $2,597-37.7% |
| Participant deferral / active EE | $5,487 | $2,963+85.2% | $4,430+23.9% | $4,028+36.2% |
| Admin fee / account holder | $536 | $3,041-82.4% | $5,443-90.2% | $5,403-90.1% |