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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 | $81,280 | $58,320+39.4% | $86,439-6.0% | $66,930+21.4% |
| Participation rate | 88.4% | 78.6%+9.8pp | 80.3%+8.1pp | 69.8%+18.6pp |
| Annual return | -13.71% | -9.71%-4.0pp | 4395.55%-4409.3pp | 1.57%-15.3pp |
| Employer contribution / active EE | $2,875 | $2,615+9.9% | $3,769-23.7% | $2,545+13.0% |
| Participant deferral / active EE | $5,413 | $6,899-21.5% | $6,952-22.1% | $4,238+27.7% |
| Admin fee / account holder | $7,950 | $546+1356.3% | $6,732+18.1% | $593+1239.6% |