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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 | $54,300 | $57,352-5.3% | $83,831-35.2% | $64,173-15.4% |
| Participation rate | 74.6% | 68.6%+6.0pp | 76.1%-1.6pp | 69.6%+5.0pp |
| Annual return | -3.97% | 11.38%-15.4pp | 850.99%-855.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,859 | $2,546+12.3% | $3,631-21.3% | $2,381+20.1% |
| Participant deferral / active EE | $3,811 | $2,993+27.3% | $4,082-6.6% | $3,470+9.8% |
| Admin fee / account holder | $9,151 | $4,046+126.2% | $5,479+67.0% | $4,887+87.2% |