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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 | $91,564 | $57,352+59.7% | $83,830+9.2% | $64,173+42.7% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.5pp | 69.6%+25.1pp |
| Annual return | -4.18% | 11.38%-15.6pp | 850.97%-855.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,206 | $2,546+65.3% | $3,631+15.8% | $2,381+76.7% |
| Participant deferral / active EE | $3,735 | $2,993+24.8% | $4,082-8.5% | $3,470+7.6% |
| Admin fee / account holder | $4,067 | $4,046+0.5% | $5,479-25.8% | $4,887-16.8% |