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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 | $134,490 | $57,350+134.5% | $83,850+60.4% | $64,181+109.5% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | -3.01% | 11.38%-14.4pp | 850.92%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $5,062 | $2,545+98.9% | $3,631+39.4% | $2,381+112.6% |
| Participant deferral / active EE | $4,384 | $2,993+46.5% | $4,082+7.4% | $3,470+26.4% |
| Admin fee / account holder | $15,670 | $4,046+287.3% | $5,478+186.0% | $4,887+220.6% |