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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 | $92,589 | $57,352+61.4% | $83,831+10.4% | $64,173+44.3% |
| Participation rate | 94.1% | 68.6%+25.5pp | 76.1%+18.0pp | 69.6%+24.5pp |
| Annual return | -5.03% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,878 | $2,546+209.5% | $3,631+117.0% | $2,381+230.9% |
| Participant deferral / active EE | $1,976 | $2,993-34.0% | $4,082-51.6% | $3,470-43.0% |
| Admin fee / account holder | $4,005 | $4,046-1.0% | $5,479-26.9% | $4,887-18.1% |