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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 | $102,805 | $49,177+109.1% | $79,467+29.4% | $64,173+60.2% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.6%+20.4pp |
| Annual return | -5.40% | -1.16%-4.2pp | 718.30%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,249 | $2,076+152.8% | $2,800+87.5% | $2,381+120.5% |
| Participant deferral / active EE | $7,216 | $2,821+155.8% | $3,704+94.8% | $3,470+108.0% |
| Admin fee / account holder | $12,750 | $3,839+232.1% | $5,104+149.8% | $4,887+160.9% |