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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 | $65,581 | $77,817-15.7% | $123,553-46.9% | $64,173+2.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.12% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,337 | $3,014+10.7% | $4,628-27.9% | $2,381+40.2% |
| Participant deferral / active EE | $8,604 | $5,240+64.2% | $6,426+33.9% | $3,470+148.0% |
| Admin fee / account holder | $2,495 | $5,519-54.8% | $9,284-73.1% | $4,887-48.9% |