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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 | $50,656 | $77,817-34.9% | $123,553-59.0% | $64,173-21.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.90% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,317 | $3,014-23.1% | $4,628-49.9% | $2,381-2.7% |
| Participant deferral / active EE | $2,255 | $5,240-57.0% | $6,426-64.9% | $3,470-35.0% |
| Admin fee / account holder | $5,930 | $5,519+7.4% | $9,284-36.1% | $4,887+21.3% |