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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 | $85,065 | $72,404+17.5% | $110,243-22.8% | $64,173+32.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.98% | -6.29%+2.3pp | 314.76%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,038 | $2,282+120.8% | $3,827+31.6% | $2,381+111.6% |
| Participant deferral / active EE | $4,056 | $3,469+16.9% | $4,672-13.2% | $3,470+16.9% |
| Admin fee / account holder | $11,174 | $5,664+97.3% | $8,548+30.7% | $4,887+128.6% |