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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 | $60,898 | $77,817-21.7% | $123,553-50.7% | $64,173-5.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -5.44% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,319 | $3,014+76.5% | $4,628+14.9% | $2,381+123.4% |
| Participant deferral / active EE | $5,791 | $5,240+10.5% | $6,426-9.9% | $3,470+66.9% |
| Admin fee / account holder | $12,734 | $5,519+130.7% | $9,284+37.2% | $4,887+160.5% |