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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 | $63,207 | $77,817-18.8% | $123,553-48.8% | $64,173-1.5% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -1.76% | 12.49%-14.2pp | 119.21%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $7,932 | $3,014+163.2% | $4,628+71.4% | $2,381+233.2% |
| Participant deferral / active EE | $7,348 | $5,240+40.2% | $6,426+14.3% | $3,470+111.8% |
| Admin fee / account holder | $2,465 | $5,519-55.3% | $9,284-73.5% | $4,887-49.6% |