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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 | $125,775 | $94,529+33.1% | $140,019-10.2% | $64,173+96.0% |
| Participation rate | 90.9% | 84.1%+6.8pp | 87.5%+3.4pp | 69.6%+21.3pp |
| Annual return | -6.14% | 7.77%-13.9pp | 651.17%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,452 | $3,812-35.7% | $5,605-56.2% | $2,381+3.0% |
| Participant deferral / active EE | $6,936 | $5,250+32.1% | $6,927+0.1% | $3,470+99.9% |
| Admin fee / account holder | $6,032 | $6,741-10.5% | $10,705-43.7% | $4,887+23.4% |