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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 | $73,969 | $49,177+50.4% | $79,467-6.9% | $64,173+15.3% |
| Participation rate | 84.4% | 65.0%+19.3pp | 73.3%+11.0pp | 69.6%+14.8pp |
| Annual return | -3.72% | -1.16%-2.6pp | 718.30%-722.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,696 | $2,076-18.3% | $2,800-39.4% | $2,381-28.8% |
| Participant deferral / active EE | $5,885 | $2,821+108.6% | $3,704+58.9% | $3,470+69.6% |
| Admin fee / account holder | $5,096 | $3,839+32.8% | $5,104-0.2% | $4,887+4.3% |