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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 | $117,275 | $94,529+24.1% | $140,019-16.2% | $64,173+82.7% |
| Participation rate | 86.8% | 84.1%+2.7pp | 87.5%-0.7pp | 69.6%+17.2pp |
| Annual return | -6.24% | 7.77%-14.0pp | 651.15%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,517 | $3,812+44.7% | $5,605-1.6% | $2,381+131.7% |
| Participant deferral / active EE | $11,385 | $5,250+116.9% | $6,927+64.4% | $3,470+228.1% |
| Admin fee / account holder | $434 | $6,741-93.6% | $10,705-95.9% | $4,887-91.1% |