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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 | $136,468 | $72,404+88.5% | $110,243+23.8% | $64,173+112.7% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.7pp |
| Annual return | -6.17% | -6.29%+0.1pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,581 | $2,282+57.0% | $3,827-6.4% | $2,381+50.4% |
| Participant deferral / active EE | $6,600 | $3,469+90.3% | $4,672+41.3% | $3,470+90.2% |
| Admin fee / account holder | $7,257 | $5,664+28.1% | $8,548-15.1% | $4,887+48.5% |