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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 | $71,421 | $49,177+45.2% | $79,466-10.1% | $64,173+11.3% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -3.34% | -1.16%-2.2pp | 718.28%-721.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,158 | $2,076+3.9% | $2,800-22.9% | $2,381-9.4% |
| Participant deferral / active EE | $5,976 | $2,821+111.8% | $3,704+61.3% | $3,470+72.2% |
| Admin fee / account holder | $1,764 | $3,839-54.1% | $5,104-65.4% | $4,887-63.9% |