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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 | $73,590 | $77,817-5.4% | $123,553-40.4% | $64,173+14.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.63% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,094 | $3,014-30.5% | $4,628-54.8% | $2,381-12.1% |
| Participant deferral / active EE | $4,541 | $5,240-13.3% | $6,426-29.3% | $3,470+30.9% |
| Admin fee / account holder | $20,496 | $5,519+271.4% | $9,284+120.8% | $4,887+319.4% |