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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 | $68,230 | $94,529-27.8% | $140,019-51.3% | $64,173+6.3% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+26.0pp |
| Annual return | -3.93% | 7.77%-11.7pp | 651.15%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,435 | $3,812-36.1% | $5,605-56.6% | $2,381+2.3% |
| Participant deferral / active EE | $5,443 | $5,250+3.7% | $6,927-21.4% | $3,470+56.9% |
| Admin fee / account holder | $2,388 | $6,741-64.6% | $10,705-77.7% | $4,887-51.1% |