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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 | $139,404 | $69,541+100.5% | $59,899+132.7% | $135,380+3.0% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | -3.68% | 7.95%-11.6pp | 3.46%-7.1pp | 519.81%-523.5pp |
| Employer contribution / active EE | $8,794 | $3,236+171.7% | $2,723+223.0% | $4,779+84.0% |
| Participant deferral / active EE | $5,198 | $4,206+23.6% | $3,402+52.8% | $5,609-7.3% |
| Admin fee / account holder | $4,198 | $5,737-26.8% | $3,592+16.9% | $10,828-61.2% |