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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 | $88,058 | $72,404+21.6% | $110,243-20.1% | $64,173+37.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.14% | -6.29%+1.1pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,612 | $2,282+102.1% | $3,827+20.5% | $2,381+93.7% |
| Participant deferral / active EE | $6,140 | $3,469+77.0% | $4,672+31.4% | $3,470+77.0% |
| Admin fee / account holder | $11,727 | $5,664+107.0% | $8,548+37.2% | $4,887+139.9% |