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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 | $79,276 | $49,177+61.2% | $79,467-0.2% | $64,173+23.5% |
| Participation rate | 95.7% | 65.0%+30.6pp | 73.3%+22.3pp | 69.6%+26.1pp |
| Annual return | -3.52% | -1.16%-2.4pp | 718.30%-721.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,906 | $2,076-8.2% | $2,800-31.9% | $2,381-19.9% |
| Participant deferral / active EE | $3,735 | $2,821+32.4% | $3,704+0.8% | $3,470+7.6% |
| Admin fee / account holder | $2,715 | $3,839-29.3% | $5,104-46.8% | $4,887-44.4% |