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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 | $96,031 | $65,367+46.9% | $92,915+3.4% | $72,976+31.6% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $7,586 | $2,594+192.5% | $3,653+107.6% | $2,440+210.9% |
| Participant deferral / active EE | $7,367 | $3,128+135.5% | $4,238+73.8% | $3,608+104.2% |
| Admin fee / account holder | $1,946 | $4,251-54.2% | $5,796-66.4% | $5,124-62.0% |