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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 | $72,642 | $77,816-6.6% | $123,552-41.2% | $64,173+13.2% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -3.37% | 12.49%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,930 | $3,014+30.4% | $4,628-15.1% | $2,381+65.1% |
| Participant deferral / active EE | $9,617 | $5,240+83.5% | $6,426+49.7% | $3,470+177.2% |
| Admin fee / account holder | $24,051 | $5,519+335.8% | $9,285+159.0% | $4,887+392.1% |