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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 | $81,987 | $57,352+43.0% | $83,831-2.2% | $64,173+27.8% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.2pp | 69.6%+16.8pp |
| Annual return | -5.80% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,453 | $2,546+35.7% | $3,631-4.9% | $2,381+45.0% |
| Participant deferral / active EE | $3,844 | $2,993+28.4% | $4,082-5.8% | $3,470+10.8% |
| Admin fee / account holder | $13,318 | $4,046+229.2% | $5,479+143.1% | $4,887+172.5% |