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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 | $91,254 | $57,352+59.1% | $83,830+8.9% | $64,173+42.2% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.2pp | 69.6%+16.8pp |
| Annual return | -6.32% | 11.38%-17.7pp | 850.97%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,005 | $2,546+18.1% | $3,631-17.2% | $2,381+26.2% |
| Participant deferral / active EE | $4,965 | $2,993+65.9% | $4,082+21.6% | $3,470+43.1% |
| Admin fee / account holder | $2,404 | $4,046-40.6% | $5,479-56.1% | $4,887-50.8% |