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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 | $96,396 | $57,352+68.1% | $83,831+15.0% | $64,173+50.2% |
| Participation rate | 92.4% | 68.6%+23.8pp | 76.1%+16.3pp | 69.6%+22.9pp |
| Annual return | -4.00% | 11.38%-15.4pp | 850.99%-855.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,844 | $2,546-27.6% | $3,631-49.2% | $2,381-22.6% |
| Participant deferral / active EE | $4,550 | $2,993+52.0% | $4,082+11.5% | $3,470+31.1% |
| Admin fee / account holder | $26,120 | $4,046+545.6% | $5,479+376.8% | $4,887+434.4% |