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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 | $56,927 | $57,350-0.7% | $83,850-32.1% | $64,181-11.3% |
| Participation rate | 90.2% | 68.6%+21.6pp | 76.1%+14.1pp | 69.6%+20.7pp |
| Annual return | -7.18% | 11.38%-18.6pp | 850.92%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,986 | $2,545+95.9% | $3,631+37.3% | $2,381+109.4% |
| Participant deferral / active EE | $1,976 | $2,993-34.0% | $4,082-51.6% | $3,470-43.0% |
| Admin fee / account holder | $3,426 | $4,046-15.3% | $5,478-37.5% | $4,887-29.9% |