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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 | $76,803 | $77,817-1.3% | $123,553-37.8% | $64,173+19.7% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | -5.34% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,163 | $3,014+5.0% | $4,628-31.6% | $2,381+32.9% |
| Participant deferral / active EE | $6,528 | $5,240+24.6% | $6,426+1.6% | $3,470+88.2% |
| Admin fee / account holder | $20,523 | $5,519+271.9% | $9,284+121.0% | $4,887+319.9% |