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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 | $82,778 | $57,350+44.3% | $83,850-1.3% | $64,181+29.0% |
| Participation rate | 96.8% | 68.6%+28.2pp | 76.1%+20.6pp | 69.6%+27.2pp |
| Annual return | -6.72% | 11.38%-18.1pp | 850.92%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,459 | $2,545+35.9% | $3,631-4.7% | $2,381+45.3% |
| Participant deferral / active EE | $6,037 | $2,993+101.7% | $4,082+47.9% | $3,470+74.0% |
| Admin fee / account holder | $3,511 | $4,046-13.2% | $5,478-35.9% | $4,887-28.2% |