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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 | $29,512 | $57,352-48.5% | $83,831-64.8% | $64,173-54.0% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,051 | $2,546+98.4% | $3,631+39.1% | $2,381+112.2% |
| Participant deferral / active EE | $4,031 | $2,993+34.7% | $4,082-1.3% | $3,470+16.2% |
| Admin fee / account holder | $3,555 | $4,046-12.1% | $5,479-35.1% | $4,887-27.3% |