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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 | $64,538 | $77,817-17.1% | $123,553-47.8% | $64,173+0.6% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -6.40% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,007 | $3,014-0.2% | $4,628-35.0% | $2,381+26.3% |
| Participant deferral / active EE | $3,814 | $5,240-27.2% | $6,426-40.6% | $3,470+9.9% |
| Admin fee / account holder | $16,167 | $5,519+192.9% | $9,284+74.1% | $4,887+230.8% |