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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 | $53,025 | $77,817-31.9% | $123,553-57.1% | $64,173-17.4% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -6.29% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $6,033 | $3,014+100.2% | $4,628+30.4% | $2,381+153.4% |
| Participant deferral / active EE | $4,932 | $5,240-5.9% | $6,426-23.2% | $3,470+42.2% |
| Admin fee / account holder | $2,603 | $5,519-52.8% | $9,284-72.0% | $4,887-46.7% |