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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 | $55,888 | $57,352-2.6% | $83,831-33.3% | $64,173-12.9% |
| Participation rate | 94.2% | 68.6%+25.6pp | 76.1%+18.0pp | 69.6%+24.6pp |
| Annual return | -7.27% | 11.38%-18.7pp | 850.99%-858.3pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,059 | $2,546+59.5% | $3,631+11.8% | $2,381+70.5% |
| Participant deferral / active EE | $3,276 | $2,993+9.4% | $4,082-19.8% | $3,470-5.6% |
| Admin fee / account holder | $3,129 | $4,046-22.7% | $5,479-42.9% | $4,887-36.0% |