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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 | $91,946 | $57,352+60.3% | $83,831+9.7% | $64,173+43.3% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -4.86% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,866 | $2,546+91.2% | $3,631+34.0% | $2,381+104.4% |
| Participant deferral / active EE | $5,932 | $2,993+98.2% | $4,082+45.3% | $3,470+71.0% |
| Admin fee / account holder | $9,704 | $4,046+139.8% | $5,479+77.1% | $4,887+98.5% |