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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 | $45,100 | $127,096-64.5% | $105,736-57.3% | $135,380-66.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -3.88% | 4.49%-8.4pp | 6.27%-10.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $5,054 | $4,107+23.1% | $3,268+54.6% | $4,779+5.8% |
| Participant deferral / active EE | $3,468 | $5,064-31.5% | $4,080-15.0% | $5,609-38.2% |
| Admin fee / account holder | $25,922 | $9,087+185.3% | $6,913+275.0% | $10,828+139.4% |