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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 | $33,811 | $77,817-56.6% | $123,553-72.6% | $64,173-47.3% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | -7.14% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,888 | $3,014+62.2% | $4,628+5.6% | $2,381+105.3% |
| Participant deferral / active EE | $10,220 | $5,240+95.0% | $6,426+59.0% | $3,470+194.6% |
| Admin fee / account holder | $5,711 | $5,519+3.5% | $9,284-38.5% | $4,887+16.8% |