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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 | $54,544 | $57,352-4.9% | $83,831-34.9% | $64,173-15.0% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -5.17% | 11.38%-16.6pp | 850.99%-856.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,625 | $2,546+81.7% | $3,631+27.4% | $2,381+94.3% |
| Participant deferral / active EE | $3,772 | $2,993+26.0% | $4,082-7.6% | $3,470+8.7% |
| Admin fee / account holder | $3,613 | $4,046-10.7% | $5,479-34.1% | $4,887-26.1% |