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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 | $66,169 | $77,817-15.0% | $123,553-46.4% | $64,173+3.1% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.3pp |
| Annual return | -4.59% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,784 | $3,014+25.6% | $4,628-18.2% | $2,381+58.9% |
| Participant deferral / active EE | $8,962 | $5,240+71.0% | $6,426+39.5% | $3,470+158.3% |
| Admin fee / account holder | $957 | $5,519-82.7% | $9,284-89.7% | $4,887-80.4% |