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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 | $64,455 | $72,404-11.0% | $110,243-41.5% | $64,173+0.4% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -3.60% | -6.29%+2.7pp | 314.76%-318.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,545 | $2,282+99.2% | $3,827+18.8% | $2,381+90.9% |
| Participant deferral / active EE | $1,764 | $3,469-49.2% | $4,672-62.2% | $3,470-49.2% |
| Admin fee / account holder | $5,966 | $5,664+5.3% | $8,548-30.2% | $4,887+22.1% |