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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 | $51,519 | $77,816-33.8% | $123,552-58.3% | $64,173-19.7% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -5.07% | 12.49%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,309 | $5,240+96.7% | $6,426+60.4% | $3,470+197.1% |
| Admin fee / account holder | $4,322 | $5,519-21.7% | $9,285-53.4% | $4,887-11.6% |