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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 | $63,928 | $57,352+11.5% | $83,830-23.7% | $64,173-0.4% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -6.37% | 11.38%-17.8pp | 850.97%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,961 | $2,546+134.2% | $3,631+64.2% | $2,381+150.4% |
| Participant deferral / active EE | $4,007 | $2,993+33.9% | $4,082-1.8% | $3,470+15.5% |
| Admin fee / account holder | $1,644 | $4,046-59.4% | $5,479-70.0% | $4,887-66.4% |