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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 | $68,815 | $77,817-11.6% | $123,553-44.3% | $64,173+7.2% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -4.25% | 12.49%-16.7pp | 119.21%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,424 | $3,014+79.9% | $4,628+17.2% | $2,381+127.8% |
| Participant deferral / active EE | $9,015 | $5,240+72.0% | $6,426+40.3% | $3,470+159.8% |
| Admin fee / account holder | $3,105 | $5,519-43.7% | $9,284-66.6% | $4,887-36.5% |