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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 | $61,771 | $57,352+7.7% | $83,831-26.3% | $64,173-3.7% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.7pp | 69.6%+17.3pp |
| Annual return | -5.51% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,280 | $2,546+28.9% | $3,631-9.7% | $2,381+37.8% |
| Participant deferral / active EE | $7,272 | $2,993+143.0% | $4,082+78.1% | $3,470+109.6% |
| Admin fee / account holder | $2,512 | $4,046-37.9% | $5,479-54.1% | $4,887-48.6% |