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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 | $61,156 | $57,352+6.6% | $83,830-27.0% | $64,173-4.7% |
| Participation rate | 79.5% | 68.6%+10.9pp | 76.1%+3.3pp | 69.6%+9.9pp |
| Annual return | -5.65% | 11.38%-17.0pp | 850.97%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,832 | $2,546+11.2% | $3,631-22.0% | $2,381+18.9% |
| Participant deferral / active EE | $5,709 | $2,993+90.8% | $4,082+39.9% | $3,470+64.6% |
| Admin fee / account holder | $2,093 | $4,046-48.3% | $5,479-61.8% | $4,887-57.2% |