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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 | $30,146 | $77,817-61.3% | $123,553-75.6% | $64,173-53.0% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.2pp |
| Annual return | -7.96% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $8,325 | $3,014+176.2% | $4,628+79.9% | $2,381+249.7% |
| Participant deferral / active EE | $9,435 | $5,240+80.1% | $6,426+46.8% | $3,470+171.9% |
| Admin fee / account holder | $5,134 | $5,519-7.0% | $9,284-44.7% | $4,887+5.0% |