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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 | $77,997 | $55,449+40.7% | $83,831-7.0% | $56,289+38.6% |
| Participation rate | 84.0% | 68.0%+16.0pp | 76.1%+7.9pp | 69.9%+14.1pp |
| Annual return | -3.64% | -1.38%-2.3pp | 850.99%-854.6pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,533 | $2,430+45.4% | $3,631-2.7% | $2,111+67.3% |
| Participant deferral / active EE | $1,676 | $2,935-42.9% | $4,082-58.9% | $3,350-50.0% |
| Admin fee / account holder | $5,751 | $656+776.7% | $5,479+5.0% | $521+1004.0% |