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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 | $123,962 | $57,352+116.1% | $83,831+47.9% | $64,173+93.2% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -5.42% | 11.38%-16.8pp | 850.99%-856.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,899 | $2,546+13.9% | $3,631-20.2% | $2,381+21.8% |
| Participant deferral / active EE | $5,436 | $2,993+81.6% | $4,082+33.2% | $3,470+56.7% |
| Admin fee / account holder | $3,655 | $4,046-9.7% | $5,479-33.3% | $4,887-25.2% |