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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 | $45,812 | $57,350-20.1% | $83,849-45.4% | $64,186-28.6% |
| Participation rate | 76.1% | 68.6%+7.5pp | 76.1%-0.1pp | 69.6%+6.5pp |
| Annual return | -5.09% | 11.38%-16.5pp | 850.91%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,990 | $2,545+17.5% | $3,631-17.6% | $2,381+25.6% |
| Participant deferral / active EE | $6,299 | $2,993+110.5% | $4,082+54.3% | $3,470+81.6% |
| Admin fee / account holder | $8,329 | $4,046+105.9% | $5,478+52.0% | $4,888+70.4% |