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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 | $43,865 | $94,529-53.6% | $140,019-68.7% | $64,173-31.6% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -5.69% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,577 | $3,812-6.2% | $5,605-36.2% | $2,381+50.3% |
| Participant deferral / active EE | $4,712 | $5,250-10.2% | $6,927-32.0% | $3,470+35.8% |
| Admin fee / account holder | $5,928 | $6,741-12.1% | $10,705-44.6% | $4,887+21.3% |