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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 | $31,465 | $49,177-36.0% | $79,467-60.4% | $64,173-51.0% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.6%+25.2pp |
| Annual return | -5.64% | -1.16%-4.5pp | 718.30%-723.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,908 | $2,076-8.1% | $2,800-31.9% | $2,381-19.9% |
| Participant deferral / active EE | $3,861 | $2,821+36.8% | $3,704+4.2% | $3,470+11.3% |
| Admin fee / account holder | $6,110 | $3,839+59.2% | $5,104+19.7% | $4,887+25.0% |