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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 | $122,023 | $57,352+112.8% | $83,831+45.6% | $64,173+90.1% |
| Participation rate | 95.1% | 68.6%+26.5pp | 76.1%+18.9pp | 69.6%+25.5pp |
| Annual return | -6.25% | 11.38%-17.6pp | 850.99%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,878 | $2,546-26.2% | $3,631-48.3% | $2,381-21.1% |
| Participant deferral / active EE | $6,299 | $2,993+110.4% | $4,082+54.3% | $3,470+81.5% |
| Admin fee / account holder | $4,871 | $4,046+20.4% | $5,479-11.1% | $4,887-0.3% |