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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 | $25,066 | $77,817-67.8% | $123,553-79.7% | $64,173-60.9% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -7.66% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,222 | $3,014+40.1% | $4,628-8.8% | $2,381+77.4% |
| Participant deferral / active EE | $4,611 | $5,240-12.0% | $6,426-28.2% | $3,470+32.9% |
| Admin fee / account holder | $501 | $5,519-90.9% | $9,284-94.6% | $4,887-89.8% |