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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 | $91,764 | $72,404+26.7% | $110,243-16.8% | $64,173+43.0% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | -5.06% | -6.29%+1.2pp | 314.76%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,066 | $2,282+78.2% | $3,827+6.3% | $2,381+70.8% |
| Participant deferral / active EE | $6,621 | $3,469+90.8% | $4,672+41.7% | $3,470+90.8% |
| Admin fee / account holder | $7,105 | $5,664+25.4% | $8,548-16.9% | $4,887+45.4% |