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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 | $110,098 | $77,817+41.5% | $123,553-10.9% | $64,173+71.6% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.3%+13.3pp | 69.6%+26.0pp |
| Annual return | -2.69% | 12.49%-15.2pp | 119.21%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,238 | $5,240+57.2% | $6,426+28.2% | $3,470+137.4% |
| Admin fee / account holder | $5,565 | $5,519+0.8% | $9,284-40.1% | $4,887+13.9% |