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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 | $37,802 | $77,817-51.4% | $123,553-69.4% | $64,173-41.1% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -6.45% | 12.49%-18.9pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,726 | $3,014+23.6% | $4,628-19.5% | $2,381+56.5% |
| Participant deferral / active EE | $2,277 | $5,240-56.6% | $6,426-64.6% | $3,470-34.4% |
| Admin fee / account holder | $11,856 | $5,519+114.8% | $9,284+27.7% | $4,887+142.6% |