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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 | $94,629 | $94,529+0.1% | $140,019-32.4% | $64,173+47.5% |
| Participation rate | 92.2% | 84.1%+8.1pp | 87.5%+4.7pp | 69.6%+22.6pp |
| Annual return | -6.17% | 7.77%-13.9pp | 651.17%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,258 | $3,812+90.4% | $5,605+29.5% | $2,381+204.9% |
| Participant deferral / active EE | $13,661 | $5,250+160.2% | $6,927+97.2% | $3,470+293.7% |
| Admin fee / account holder | $5,504 | $6,741-18.3% | $10,705-48.6% | $4,887+12.6% |