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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 | $50,076 | $72,404-30.8% | $110,243-54.6% | $64,173-22.0% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+18.9pp | 69.6%+29.1pp |
| Annual return | -3.41% | -6.29%+2.9pp | 314.76%-318.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,026 | $2,282+76.5% | $3,827+5.2% | $2,381+69.1% |
| Participant deferral / active EE | $2,895 | $3,469-16.5% | $4,672-38.0% | $3,470-16.6% |
| Admin fee / account holder | $7,382 | $5,664+30.3% | $8,548-13.6% | $4,887+51.0% |