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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 | $143,620 | $49,177+192.0% | $79,466+80.7% | $64,173+123.8% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.6%+21.9pp |
| Annual return | -7.98% | -1.16%-6.8pp | 718.28%-726.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,164 | $2,076+100.5% | $2,800+48.7% | $2,381+74.9% |
| Participant deferral / active EE | $10,137 | $2,821+259.3% | $3,704+173.7% | $3,470+192.2% |
| Admin fee / account holder | $3,650 | $3,839-4.9% | $5,104-28.5% | $4,887-25.3% |