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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 | $98,138 | $57,352+71.1% | $83,831+17.1% | $64,173+52.9% |
| Participation rate | 92.8% | 68.6%+24.1pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | -5.43% | 11.38%-16.8pp | 850.99%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,317 | $2,546+30.3% | $3,631-8.7% | $2,381+39.3% |
| Participant deferral / active EE | $6,399 | $2,993+113.8% | $4,082+56.8% | $3,470+84.4% |
| Admin fee / account holder | $12,248 | $4,046+202.7% | $5,479+123.5% | $4,887+150.6% |