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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 | $97,671 | $94,529+3.3% | $140,019-30.2% | $64,173+52.2% |
| Participation rate | 90.3% | 84.1%+6.2pp | 87.5%+2.8pp | 69.6%+20.8pp |
| Annual return | -5.87% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $10,345 | $3,812+171.4% | $5,605+84.6% | $2,381+334.5% |
| Participant deferral / active EE | $4,482 | $5,250-14.6% | $6,927-35.3% | $3,470+29.2% |
| Admin fee / account holder | $1,510 | $6,741-77.6% | $10,705-85.9% | $4,887-69.1% |