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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 | $43,470 | $57,352-24.2% | $83,831-48.1% | $64,173-32.3% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -0.80% | 11.38%-12.2pp | 850.99%-851.8pp | 7.63%-8.4pp |
| Employer contribution / active EE | $3,723 | $2,546+46.2% | $3,631+2.5% | $2,381+56.4% |
| Participant deferral / active EE | $2,223 | $2,993-25.7% | $4,082-45.5% | $3,470-35.9% |
| Admin fee / account holder | $6,010 | $4,046+48.5% | $5,479+9.7% | $4,887+23.0% |