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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 | $60,165 | $57,352+4.9% | $83,831-28.2% | $64,173-6.2% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | -6.35% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $7,666 | $2,546+201.1% | $3,631+111.1% | $2,381+222.0% |
| Participant deferral / active EE | $7,236 | $2,993+141.7% | $4,082+77.3% | $3,470+108.5% |
| Admin fee / account holder | $7,514 | $4,046+85.7% | $5,479+37.2% | $4,887+53.7% |