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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 | $121,248 | $72,404+67.5% | $110,243+10.0% | $64,173+88.9% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -4.17% | -6.29%+2.1pp | 314.76%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,939 | $2,282+72.6% | $3,827+2.9% | $2,381+65.4% |
| Participant deferral / active EE | $7,523 | $3,469+116.9% | $4,672+61.0% | $3,470+116.8% |
| Admin fee / account holder | $1,290 | $5,664-77.2% | $8,548-84.9% | $4,887-73.6% |