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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 | $106,378 | $57,352+85.5% | $83,831+26.9% | $64,173+65.8% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.8pp | 69.6%+25.4pp |
| Annual return | -3.34% | 11.38%-14.7pp | 850.99%-854.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $12,658 | $2,546+397.3% | $3,631+248.6% | $2,381+431.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,320 | $4,046+6.8% | $5,479-21.1% | $4,887-11.6% |