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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 | $84,903 | $61,815+37.3% | $97,295-12.7% | $80,959+4.9% |
| Participation rate | 93.9% | 63.5%+30.5pp | 72.7%+21.3pp | 67.7%+26.3pp |
| Annual return | 12.22% | -558.73%+571.0pp | 75.62%-63.4pp | 35.67%-23.4pp |
| Employer contribution / active EE | $7,549 | $1,836+311.1% | $2,723+177.3% | $2,757+173.8% |
| Participant deferral / active EE | $7,155 | $3,027+136.4% | $4,264+67.8% | $4,300+66.4% |
| Admin fee / account holder | $743 | $5,166-85.6% | $5,646-86.8% | $6,925-89.3% |