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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 | $72,722 | $49,177+47.9% | $79,467-8.5% | $64,173+13.3% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | -5.71% | -1.16%-4.6pp | 718.30%-724.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,582 | $2,076+24.3% | $2,800-7.8% | $2,381+8.4% |
| Participant deferral / active EE | $5,196 | $2,821+84.2% | $3,704+40.3% | $3,470+49.8% |
| Admin fee / account holder | $8,612 | $3,839+124.3% | $5,104+68.7% | $4,887+76.2% |