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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 | $49,908 | $57,352-13.0% | $83,831-40.5% | $64,173-22.2% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.4pp | 69.6%+24.0pp |
| Annual return | -3.47% | 11.38%-14.9pp | 850.99%-854.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,958 | $2,546-23.1% | $3,631-46.1% | $2,381-17.8% |
| Participant deferral / active EE | $6,764 | $2,993+126.0% | $4,082+65.7% | $3,470+95.0% |
| Admin fee / account holder | $5,465 | $4,046+35.1% | $5,479-0.3% | $4,887+11.8% |