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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 | $61,334 | $75,962-19.3% | $154,111-60.2% | $64,173-4.4% |
| Participation rate | 83.8% | 70.4%+13.4pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | -5.55% | 30.32%-35.9pp | 735.18%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,326 | $3,350-30.6% | $5,298-56.1% | $2,381-2.3% |
| Participant deferral / active EE | $4,879 | $3,175+53.7% | $5,081-4.0% | $3,470+40.6% |
| Admin fee / account holder | $4,840 | $5,589-13.4% | $13,411-63.9% | $4,887-1.0% |