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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 | $70,963 | $57,352+23.7% | $83,831-15.4% | $64,173+10.6% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -3.60% | 11.38%-15.0pp | 850.99%-854.6pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,157 | $2,546-54.6% | $3,631-68.1% | $2,381-51.4% |
| Participant deferral / active EE | $4,250 | $2,993+42.0% | $4,082+4.1% | $3,470+22.5% |
| Admin fee / account holder | $1,815 | $4,046-55.1% | $5,479-66.9% | $4,887-62.9% |