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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 | $119,683 | $85,790+39.5% | $67,313+77.8% | $135,380-11.6% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.1%+24.3pp | 82.6%+10.7pp |
| Annual return | -5.91% | -0.54%-5.4pp | -4.08%-1.8pp | 519.81%-525.7pp |
| Employer contribution / active EE | $4,827 | $3,487+38.4% | $2,566+88.2% | $4,779+1.0% |
| Participant deferral / active EE | $6,298 | $4,651+35.4% | $3,568+76.5% | $5,609+12.3% |
| Admin fee / account holder | $17,461 | $6,392+173.2% | $4,507+287.5% | $10,828+61.3% |