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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 | $136,263 | $57,352+137.6% | $83,831+62.5% | $64,173+112.3% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.1pp | 69.6%+24.7pp |
| Annual return | -4.32% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $7,876 | $2,546+209.4% | $3,631+116.9% | $2,381+230.8% |
| Participant deferral / active EE | $5,292 | $2,993+76.8% | $4,082+29.6% | $3,470+52.5% |
| Admin fee / account holder | $41,006 | $4,046+913.5% | $5,479+648.5% | $4,887+739.0% |