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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 | $96,865 | $57,352+68.9% | $83,831+15.5% | $64,173+50.9% |
| Participation rate | 76.3% | 68.6%+7.7pp | 76.1%+0.2pp | 69.6%+6.7pp |
| Annual return | -6.57% | 11.38%-18.0pp | 850.99%-857.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,833 | $2,546+11.3% | $3,631-22.0% | $2,381+19.0% |
| Participant deferral / active EE | $5,842 | $2,993+95.2% | $4,082+43.1% | $3,470+68.4% |
| Admin fee / account holder | $8,433 | $4,046+108.4% | $5,479+53.9% | $4,887+72.5% |