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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 | $63,051 | $57,352+9.9% | $83,831-24.8% | $64,173-1.7% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -3.47% | 11.38%-14.8pp | 850.99%-854.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,442 | $2,546+35.2% | $3,631-5.2% | $2,381+44.6% |
| Participant deferral / active EE | $2,631 | $2,993-12.1% | $4,082-35.6% | $3,470-24.2% |
| Admin fee / account holder | $4,660 | $4,046+15.2% | $5,479-15.0% | $4,887-4.7% |