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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 | $76,490 | $49,177+55.5% | $79,467-3.7% | $64,173+19.2% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.6%+27.9pp |
| Annual return | -5.17% | -1.16%-4.0pp | 718.30%-723.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $6,967 | $2,076+235.6% | $2,800+148.8% | $2,381+192.6% |
| Participant deferral / active EE | $8,335 | $2,821+195.4% | $3,704+125.0% | $3,470+140.2% |
| Admin fee / account holder | $10,136 | $3,839+164.0% | $5,104+98.6% | $4,887+107.4% |