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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 | $68,070 | $77,817-12.5% | $123,553-44.9% | $64,173+6.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.63% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,344 | $3,014+143.7% | $4,628+58.7% | $2,381+208.5% |
| Participant deferral / active EE | $4,122 | $5,240-21.3% | $6,426-35.9% | $3,470+18.8% |
| Admin fee / account holder | $2,587 | $5,519-53.1% | $9,284-72.1% | $4,887-47.1% |