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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 | $96,475 | $57,352+68.2% | $83,831+15.1% | $64,173+50.3% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -7.35% | 11.38%-18.7pp | 850.99%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $7,785 | $2,546+205.8% | $3,631+114.4% | $2,381+227.0% |
| Participant deferral / active EE | $6,483 | $2,993+116.6% | $4,082+58.8% | $3,470+86.8% |
| Admin fee / account holder | $2,371 | $4,046-41.4% | $5,479-56.7% | $4,887-51.5% |