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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 | $117,861 | $72,404+62.8% | $110,243+6.9% | $64,173+83.7% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.7pp |
| Annual return | -6.64% | -6.29%-0.3pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,829 | $2,282+111.7% | $3,827+26.2% | $2,381+102.8% |
| Participant deferral / active EE | $3,045 | $3,469-12.2% | $4,672-34.8% | $3,470-12.2% |
| Admin fee / account holder | $5,620 | $5,664-0.8% | $8,548-34.3% | $4,887+15.0% |