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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 | $39,085 | $49,177-20.5% | $79,466-50.8% | $64,173-39.1% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.6%+7.4pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.28%-723.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,092 | $2,076+48.9% | $2,800+10.4% | $2,381+29.8% |
| Participant deferral / active EE | $3,926 | $2,821+39.1% | $3,704+6.0% | $3,470+13.1% |
| Admin fee / account holder | $4,017 | $3,839+4.6% | $5,104-21.3% | $4,887-17.8% |