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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 | $94,205 | $49,177+91.6% | $79,466+18.5% | $64,173+46.8% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.7pp |
| Annual return | -6.18% | -1.16%-5.0pp | 718.28%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,410 | $2,076+64.2% | $2,800+21.8% | $2,381+43.2% |
| Participant deferral / active EE | $8,095 | $2,821+186.9% | $3,704+118.5% | $3,470+133.3% |
| Admin fee / account holder | $5,835 | $3,839+52.0% | $5,104+14.3% | $4,887+19.4% |