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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 | $27,748 | $49,177-43.6% | $79,466-65.1% | $64,173-56.8% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.6%+12.6pp |
| Annual return | -6.23% | -1.16%-5.1pp | 718.28%-724.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,095 | $2,076+49.0% | $2,800+10.5% | $2,381+30.0% |
| Participant deferral / active EE | $4,480 | $2,821+58.8% | $3,704+21.0% | $3,470+29.1% |
| Admin fee / account holder | $6,025 | $3,839+56.9% | $5,104+18.0% | $4,887+23.3% |