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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 | $100,835 | $49,177+105.0% | $79,466+26.9% | $64,173+57.1% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -2.72% | -1.16%-1.6pp | 718.28%-721.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $10,177 | $2,076+390.1% | $2,800+263.4% | $2,381+327.4% |
| Participant deferral / active EE | $8,156 | $2,821+189.1% | $3,704+120.2% | $3,470+135.1% |
| Admin fee / account holder | $7,570 | $3,839+97.2% | $5,104+48.3% | $4,887+54.9% |