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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 | $60,839 | $77,816-21.8% | $123,552-50.8% | $64,173-5.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.72% | 12.49%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,776 | $3,014-41.1% | $4,628-61.6% | $2,381-25.4% |
| Participant deferral / active EE | $5,341 | $5,240+1.9% | $6,426-16.9% | $3,470+53.9% |
| Admin fee / account holder | $11,838 | $5,519+114.5% | $9,285+27.5% | $4,887+142.2% |