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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 | $36,450 | $77,817-53.2% | $123,553-70.5% | $64,173-43.2% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -7.52% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,350 | $3,014+77.5% | $4,628+15.6% | $2,381+124.7% |
| Participant deferral / active EE | $4,463 | $5,240-14.8% | $6,426-30.5% | $3,470+28.6% |
| Admin fee / account holder | $2,070 | $5,519-62.5% | $9,284-77.7% | $4,887-57.7% |