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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 | $101,568 | $49,177+106.5% | $79,467+27.8% | $64,173+58.3% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.6%+20.4pp |
| Annual return | -5.73% | -1.16%-4.6pp | 718.30%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,288 | $2,076+202.9% | $2,800+124.6% | $2,381+164.1% |
| Participant deferral / active EE | $7,027 | $2,821+149.1% | $3,704+89.7% | $3,470+102.5% |
| Admin fee / account holder | $1,532 | $3,839-60.1% | $5,104-70.0% | $4,887-68.6% |