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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 | $65,652 | $49,177+33.5% | $79,466-17.4% | $64,173+2.3% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.1pp | 69.6%+26.9pp |
| Annual return | -6.05% | -1.16%-4.9pp | 718.28%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,089 | $2,076+145.1% | $2,800+81.7% | $2,381+113.7% |
| Participant deferral / active EE | $2,229 | $2,821-21.0% | $3,704-39.8% | $3,470-35.8% |
| Admin fee / account holder | $4,801 | $3,839+25.1% | $5,104-5.9% | $4,887-1.8% |