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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 | $101,057 | $49,177+105.5% | $79,466+27.2% | $64,173+57.5% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.2pp | 69.6%+24.0pp |
| Annual return | -6.45% | -1.16%-5.3pp | 718.28%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,630 | $2,076+26.7% | $2,800-6.1% | $2,381+10.5% |
| Participant deferral / active EE | $3,924 | $2,821+39.1% | $3,704+6.0% | $3,470+13.1% |
| Admin fee / account holder | $1,789 | $3,839-53.4% | $5,104-65.0% | $4,887-63.4% |