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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 | $137,357 | $49,177+179.3% | $79,466+72.8% | $64,173+114.0% |
| Participation rate | 96.7% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.1pp |
| Annual return | -3.26% | -1.16%-2.1pp | 718.28%-721.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,186 | $2,076+53.5% | $2,800+13.8% | $2,381+33.8% |
| Participant deferral / active EE | $5,336 | $2,821+89.1% | $3,704+44.1% | $3,470+53.8% |
| Admin fee / account holder | $1,406 | $3,839-63.4% | $5,104-72.5% | $4,887-71.2% |