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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 | $55,376 | $82,674-33.0% | $125,381-55.8% | $68,486-19.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | 3.95% | -5.97%+9.9pp | 572.31%-568.4pp | -7.85%+11.8pp |
| Employer contribution / active EE | $4,846 | $3,382+43.3% | $4,815+0.6% | $2,597+86.6% |
| Participant deferral / active EE | $10,246 | $6,111+67.7% | $7,448+37.6% | $4,028+154.4% |
| Admin fee / account holder | $9,388 | $6,277+49.6% | $10,007-6.2% | $5,404+73.7% |