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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 | $68,895 | $57,352+20.1% | $83,830-17.8% | $64,173+7.4% |
| Participation rate | 98.0% | 68.6%+29.4pp | 76.1%+21.9pp | 69.6%+28.4pp |
| Annual return | -4.12% | 11.38%-15.5pp | 850.97%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,691 | $2,546+5.7% | $3,631-25.9% | $2,381+13.0% |
| Participant deferral / active EE | $6,850 | $2,993+128.9% | $4,082+67.8% | $3,470+97.4% |
| Admin fee / account holder | $8,138 | $4,046+101.1% | $5,479+48.5% | $4,887+66.5% |