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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 | $25,909 | $57,350-54.8% | $83,850-69.1% | $64,181-59.6% |
| Participation rate | 93.2% | 68.6%+24.6pp | 76.1%+17.0pp | 69.6%+23.6pp |
| Annual return | -4.80% | 11.38%-16.2pp | 850.92%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,152 | $2,545-15.4% | $3,631-40.7% | $2,381-9.6% |
| Participant deferral / active EE | $4,576 | $2,993+52.9% | $4,082+12.1% | $3,470+31.9% |
| Admin fee / account holder | $4,443 | $4,046+9.8% | $5,478-18.9% | $4,887-9.1% |