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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 | $63,058 | $49,177+28.2% | $79,467-20.6% | $64,173-1.7% |
| Participation rate | 84.5% | 65.0%+19.5pp | 73.3%+11.2pp | 69.6%+15.0pp |
| Annual return | -5.07% | -1.16%-3.9pp | 718.30%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,435 | $2,076+258.1% | $2,800+165.5% | $2,381+212.3% |
| Participant deferral / active EE | $3,268 | $2,821+15.8% | $3,704-11.8% | $3,470-5.8% |
| Admin fee / account holder | $5,166 | $3,839+34.6% | $5,104+1.2% | $4,887+5.7% |