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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 | $87,693 | $49,177+78.3% | $79,467+10.4% | $64,173+36.7% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.6%+21.9pp |
| Annual return | -3.26% | -1.16%-2.1pp | 718.30%-721.6pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,985 | $2,076+43.8% | $2,800+6.6% | $2,381+25.4% |
| Participant deferral / active EE | $7,930 | $2,821+181.1% | $3,704+114.1% | $3,470+128.5% |
| Admin fee / account holder | $895 | $3,839-76.7% | $5,104-82.5% | $4,887-81.7% |