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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 | $104,279 | $49,177+112.1% | $79,467+31.2% | $64,173+62.5% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.6%+24.2pp |
| Annual return | -5.68% | -1.16%-4.5pp | 718.30%-724.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,693 | $2,076+174.2% | $2,800+103.3% | $2,381+139.1% |
| Participant deferral / active EE | $3,575 | $2,821+26.7% | $3,704-3.5% | $3,470+3.0% |
| Admin fee / account holder | $2,392 | $3,839-37.7% | $5,104-53.1% | $4,887-51.0% |