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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 | $74,662 | $57,352+30.2% | $83,830-10.9% | $64,173+16.3% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+20.9pp | 69.6%+27.5pp |
| Annual return | -3.48% | 11.38%-14.9pp | 850.97%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,630 | $2,546+121.2% | $3,631+55.1% | $2,381+136.5% |
| Participant deferral / active EE | $8,327 | $2,993+178.2% | $4,082+104.0% | $3,470+140.0% |
| Admin fee / account holder | $7,334 | $4,046+81.3% | $5,479+33.9% | $4,887+50.1% |