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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 | $99,498 | $57,352+73.5% | $83,831+18.7% | $64,173+55.0% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | -5.11% | 11.38%-16.5pp | 850.99%-856.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,211 | $2,546-13.1% | $3,631-39.1% | $2,381-7.1% |
| Participant deferral / active EE | $4,336 | $2,993+44.9% | $4,082+6.2% | $3,470+25.0% |
| Admin fee / account holder | $965 | $4,046-76.2% | $5,479-82.4% | $4,887-80.3% |