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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 | $66,682 | $49,177+35.6% | $79,467-16.1% | $64,173+3.9% |
| Participation rate | 83.1% | 65.0%+18.0pp | 73.3%+9.7pp | 69.6%+13.5pp |
| Annual return | -4.10% | -1.16%-2.9pp | 718.30%-722.4pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,308 | $2,076+107.5% | $2,800+53.9% | $2,381+81.0% |
| Participant deferral / active EE | $1,046 | $2,821-62.9% | $3,704-71.8% | $3,470-69.8% |
| Admin fee / account holder | $13,600 | $3,839+254.3% | $5,104+166.4% | $4,887+178.3% |