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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 | $105,367 | $49,177+114.3% | $79,476+32.6% | $64,181+64.2% |
| Participation rate | 80.8% | 65.0%+15.7pp | 73.3%+7.4pp | 69.6%+11.2pp |
| Annual return | -4.14% | -1.16%-3.0pp | 718.21%-722.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,303 | $2,076+155.4% | $2,800+89.4% | $2,381+122.8% |
| Participant deferral / active EE | $2,846 | $2,821+0.9% | $3,704-23.2% | $3,470-18.0% |
| Admin fee / account holder | $5,669 | $3,839+47.7% | $5,113+10.9% | $4,887+16.0% |