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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 | $108,311 | $49,177+120.2% | $79,466+36.3% | $64,173+68.8% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -3.04% | -1.16%-1.9pp | 718.28%-721.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $6,184 | $2,076+197.8% | $2,800+120.8% | $2,381+159.7% |
| Participant deferral / active EE | $7,167 | $2,821+154.0% | $3,704+93.5% | $3,470+106.6% |
| Admin fee / account holder | $7,526 | $3,839+96.1% | $5,104+47.5% | $4,887+54.0% |