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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 | $63,360 | $49,177+28.8% | $79,476-20.3% | $64,181-1.3% |
| Participation rate | 79.5% | 65.0%+14.5pp | 73.3%+6.1pp | 69.6%+9.9pp |
| Annual return | -5.84% | -1.16%-4.7pp | 718.21%-724.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,758 | $2,076-15.3% | $2,800-37.2% | $2,381-26.2% |
| Participant deferral / active EE | $4,414 | $2,821+56.4% | $3,704+19.2% | $3,470+27.2% |
| Admin fee / account holder | $2,388 | $3,839-37.8% | $5,113-53.3% | $4,887-51.1% |