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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 | $28,014 | $77,817-64.0% | $123,553-77.3% | $64,173-56.3% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -7.69% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,761 | $3,014+58.0% | $4,628+2.9% | $2,381+100.0% |
| Participant deferral / active EE | $3,887 | $5,240-25.8% | $6,426-39.5% | $3,470+12.0% |
| Admin fee / account holder | $1,234 | $5,519-77.6% | $9,284-86.7% | $4,887-74.8% |