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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 | $90,993 | $49,177+85.0% | $79,467+14.5% | $64,173+41.8% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.30%-723.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,387 | $2,076+304.0% | $2,800+199.5% | $2,381+252.3% |
| Participant deferral / active EE | $7,371 | $2,821+161.3% | $3,704+99.0% | $3,470+112.4% |
| Admin fee / account holder | $4,561 | $3,839+18.8% | $5,104-10.6% | $4,887-6.7% |