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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 | $45,148 | $77,817-42.0% | $123,553-63.5% | $64,173-29.6% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -6.21% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,643 | $3,014+87.2% | $4,628+21.9% | $2,381+137.0% |
| Participant deferral / active EE | $12,568 | $5,240+139.9% | $6,426+95.6% | $3,470+262.2% |
| Admin fee / account holder | $1,440 | $5,519-73.9% | $9,284-84.5% | $4,887-70.5% |