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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 | $58,784 | $49,177+19.5% | $79,467-26.0% | $64,173-8.4% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.7pp |
| Annual return | -6.16% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,861 | $2,076-10.4% | $2,800-33.6% | $2,381-21.8% |
| Participant deferral / active EE | $4,783 | $2,821+69.5% | $3,704+29.1% | $3,470+37.8% |
| Admin fee / account holder | $12,686 | $3,839+230.5% | $5,104+148.6% | $4,887+159.6% |