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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 | $86,880 | $57,352+51.5% | $83,830+3.6% | $64,173+35.4% |
| Participation rate | 92.5% | 68.6%+23.9pp | 76.1%+16.4pp | 69.6%+22.9pp |
| Annual return | -7.46% | 11.38%-18.8pp | 850.97%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,092 | $2,546+100.0% | $3,631+40.2% | $2,381+113.9% |
| Participant deferral / active EE | $2,434 | $2,993-18.7% | $4,082-40.4% | $3,470-29.8% |
| Admin fee / account holder | $3,916 | $4,046-3.2% | $5,479-28.5% | $4,887-19.9% |