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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 | $51,798 | $57,352-9.7% | $83,831-38.2% | $64,173-19.3% |
| Participation rate | 98.6% | 68.6%+29.9pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,768 | $2,546+8.7% | $3,631-23.8% | $2,381+16.3% |
| Participant deferral / active EE | $4,368 | $2,993+46.0% | $4,082+7.0% | $3,470+25.9% |
| Admin fee / account holder | $2,910 | $4,046-28.1% | $5,479-46.9% | $4,887-40.5% |