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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 | $70,505 | $77,817-9.4% | $123,553-42.9% | $64,173+9.9% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -4.54% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,353 | $3,014+44.4% | $4,628-5.9% | $2,381+82.8% |
| Participant deferral / active EE | $3,178 | $5,240-39.4% | $6,426-50.5% | $3,470-8.4% |
| Admin fee / account holder | $28,357 | $5,519+413.8% | $9,284+205.4% | $4,887+480.2% |