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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 | $95,290 | $72,404+31.6% | $110,241-13.6% | $64,181+48.5% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.1pp |
| Annual return | -6.15% | -6.29%+0.1pp | 314.75%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,337 | $2,282-41.4% | $3,827-65.1% | $2,381-43.8% |
| Participant deferral / active EE | $5,898 | $3,469+70.0% | $4,672+26.2% | $3,470+70.0% |
| Admin fee / account holder | $11,688 | $5,664+106.3% | $8,548+36.7% | $4,887+139.1% |