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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 | $131,133 | $94,529+38.7% | $140,019-6.3% | $64,173+104.3% |
| Participation rate | 95.3% | 84.1%+11.3pp | 87.5%+7.9pp | 69.6%+25.8pp |
| Annual return | -5.01% | 7.77%-12.8pp | 651.17%-656.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,334 | $3,812+39.9% | $5,605-4.8% | $2,381+124.1% |
| Participant deferral / active EE | $6,028 | $5,250+14.8% | $6,927-13.0% | $3,470+73.7% |
| Admin fee / account holder | $3,745 | $6,741-44.4% | $10,705-65.0% | $4,887-23.4% |