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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 | $67,817 | $77,816-12.8% | $123,552-45.1% | $64,173+5.7% |
| Participation rate | 92.8% | 74.7%+18.1pp | 82.3%+10.5pp | 69.6%+23.2pp |
| Annual return | 0.42% | 12.49%-12.1pp | 119.20%-118.8pp | 7.63%-7.2pp |
| Employer contribution / active EE | $5,111 | $3,014+69.6% | $4,628+10.4% | $2,381+114.7% |
| Participant deferral / active EE | $5,522 | $5,240+5.4% | $6,426-14.1% | $3,470+59.2% |
| Admin fee / account holder | $22,010 | $5,519+298.8% | $9,285+137.1% | $4,887+350.4% |