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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 | $38,180 | $57,352-33.4% | $83,830-54.5% | $64,173-40.5% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.1pp | 69.6%+28.6pp |
| Annual return | -2.00% | 11.38%-13.4pp | 850.97%-853.0pp | 7.63%-9.6pp |
| Employer contribution / active EE | $4,664 | $2,546+83.2% | $3,631+28.5% | $2,381+95.9% |
| Participant deferral / active EE | $1,739 | $2,993-41.9% | $4,082-57.4% | $3,470-49.9% |
| Admin fee / account holder | $6,215 | $4,046+53.6% | $5,479+13.4% | $4,887+27.2% |