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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 | $81,251 | $49,177+65.2% | $79,467+2.2% | $64,173+26.6% |
| Participation rate | 87.8% | 65.0%+22.7pp | 73.3%+14.4pp | 69.6%+18.2pp |
| Annual return | -0.82% | -1.16%+0.3pp | 718.30%-719.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $3,079 | $2,076+48.3% | $2,800+10.0% | $2,381+29.3% |
| Participant deferral / active EE | $4,153 | $2,821+47.2% | $3,704+12.1% | $3,470+19.7% |
| Admin fee / account holder | $6,579 | $3,839+71.4% | $5,104+28.9% | $4,887+34.6% |