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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 | $103,513 | $77,816+33.0% | $123,552-16.2% | $64,173+61.3% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.3%+13.5pp | 69.6%+26.3pp |
| Annual return | -4.27% | 12.49%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,074 | $3,014+2.0% | $4,628-33.6% | $2,381+29.1% |
| Participant deferral / active EE | $4,283 | $5,240-18.3% | $6,426-33.3% | $3,470+23.4% |
| Admin fee / account holder | $9,830 | $5,519+78.1% | $9,285+5.9% | $4,887+101.1% |