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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 | $56,213 | $49,177+14.3% | $79,466-29.3% | $64,173-12.4% |
| Participation rate | 91.7% | 65.0%+26.6pp | 73.3%+18.3pp | 69.6%+22.1pp |
| Annual return | -6.37% | -1.16%-5.2pp | 718.28%-724.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,452 | $2,076+18.1% | $2,800-12.4% | $2,381+3.0% |
| Participant deferral / active EE | $4,747 | $2,821+68.3% | $3,704+28.2% | $3,470+36.8% |
| Admin fee / account holder | $3,718 | $3,839-3.1% | $5,104-27.2% | $4,887-23.9% |