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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 | $144,725 | $77,817+86.0% | $123,553+17.1% | $64,173+125.5% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | -6.48% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,938 | $5,240+13.3% | $6,426-7.6% | $3,470+71.2% |
| Admin fee / account holder | $5,446 | $5,519-1.3% | $9,284-41.3% | $4,887+11.4% |