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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 | $116,137 | $57,352+102.5% | $83,831+38.5% | $64,173+81.0% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -6.70% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,467 | $2,546+154.0% | $3,631+78.1% | $2,381+171.6% |
| Participant deferral / active EE | $6,785 | $2,993+126.7% | $4,082+66.2% | $3,470+95.5% |
| Admin fee / account holder | $2,956 | $4,046-26.9% | $5,479-46.0% | $4,887-39.5% |