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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 | $59,369 | $49,177+20.7% | $79,466-25.3% | $64,173-7.5% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.6%+24.2pp |
| Annual return | -7.59% | -1.16%-6.4pp | 718.28%-725.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $679 | $2,076-67.3% | $2,800-75.8% | $2,381-71.5% |
| Participant deferral / active EE | $3,822 | $2,821+35.5% | $3,704+3.2% | $3,470+10.2% |
| Admin fee / account holder | $694 | $3,839-81.9% | $5,104-86.4% | $4,887-85.8% |