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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 | $95,953 | $49,177+95.1% | $79,467+20.7% | $64,173+49.5% |
| Participation rate | 81.6% | 65.0%+16.5pp | 73.3%+8.2pp | 69.6%+12.0pp |
| Annual return | -7.03% | -1.16%-5.9pp | 718.30%-725.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,818 | $2,076+83.9% | $2,800+36.3% | $2,381+60.4% |
| Participant deferral / active EE | $7,273 | $2,821+157.8% | $3,704+96.4% | $3,470+109.6% |
| Admin fee / account holder | $961 | $3,839-75.0% | $5,104-81.2% | $4,887-80.3% |