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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 | $38,349 | $77,816-50.7% | $123,552-69.0% | $64,173-40.2% |
| Participation rate | 95.5% | 74.7%+20.8pp | 82.3%+13.2pp | 69.6%+26.0pp |
| Annual return | -4.01% | 12.49%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,673 | $3,014+88.2% | $4,628+22.6% | $2,381+138.3% |
| Participant deferral / active EE | $12,398 | $5,240+136.6% | $6,426+92.9% | $3,470+257.3% |
| Admin fee / account holder | $1,430 | $5,519-74.1% | $9,285-84.6% | $4,887-70.7% |