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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 | $52,759 | $49,177+7.3% | $79,467-33.6% | $64,173-17.8% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.6%+27.7pp |
| Annual return | -5.83% | -1.16%-4.7pp | 718.30%-724.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,857 | $2,076+85.7% | $2,800+37.7% | $2,381+62.0% |
| Participant deferral / active EE | $3,096 | $2,821+9.7% | $3,704-16.4% | $3,470-10.8% |
| Admin fee / account holder | $3,296 | $3,839-14.1% | $5,104-35.4% | $4,887-32.6% |