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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 | $119,012 | $49,177+142.0% | $79,467+49.8% | $64,173+85.5% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.6pp | 69.6%+1.2pp |
| Annual return | -7.30% | -1.16%-6.1pp | 718.30%-725.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,410 | $2,076+16.1% | $2,800-14.0% | $2,381+1.2% |
| Participant deferral / active EE | $5,513 | $2,821+95.4% | $3,704+48.8% | $3,470+58.9% |
| Admin fee / account holder | $4,815 | $3,839+25.4% | $5,104-5.7% | $4,887-1.5% |