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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 | $58,549 | $69,541-15.8% | $59,899-2.3% | $135,380-56.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -5.08% | 7.95%-13.0pp | 3.46%-8.5pp | 519.81%-524.9pp |
| Employer contribution / active EE | $4,313 | $3,236+33.3% | $2,723+58.4% | $4,779-9.8% |
| Participant deferral / active EE | $10,120 | $4,206+140.6% | $3,402+197.4% | $5,609+80.4% |
| Admin fee / account holder | $4,718 | $5,737-17.8% | $3,592+31.3% | $10,828-56.4% |