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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 | $82,233 | $49,177+67.2% | $79,467+3.5% | $64,173+28.1% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.4pp |
| Annual return | -5.29% | -1.16%-4.1pp | 718.30%-723.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,274 | $2,076+9.5% | $2,800-18.8% | $2,381-4.5% |
| Participant deferral / active EE | $5,350 | $2,821+89.6% | $3,704+44.4% | $3,470+54.2% |
| Admin fee / account holder | $5,793 | $3,839+50.9% | $5,104+13.5% | $4,887+18.5% |