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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 | $75,246 | $49,177+53.0% | $79,467-5.3% | $64,173+17.3% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -4.41% | -1.16%-3.3pp | 718.30%-722.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,261 | $2,076+105.2% | $2,800+52.2% | $2,381+79.0% |
| Participant deferral / active EE | $3,914 | $2,821+38.7% | $3,704+5.7% | $3,470+12.8% |
| Admin fee / account holder | $3,033 | $3,839-21.0% | $5,104-40.6% | $4,887-38.0% |