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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 | $211,111 | $57,352+268.1% | $83,831+151.8% | $64,173+229.0% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -5.67% | 11.38%-17.0pp | 850.99%-856.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,972 | $2,546-22.5% | $3,631-45.7% | $2,381-17.2% |
| Participant deferral / active EE | $4,772 | $2,993+59.4% | $4,082+16.9% | $3,470+37.5% |
| Admin fee / account holder | $5,819 | $4,046+43.8% | $5,479+6.2% | $4,887+19.1% |