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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 | $128,172 | $49,177+160.6% | $79,467+61.3% | $64,173+99.7% |
| Participation rate | 72.5% | 65.0%+7.5pp | 73.3%-0.8pp | 69.6%+2.9pp |
| Annual return | -6.09% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,316 | $2,076+107.9% | $2,800+54.1% | $2,381+81.3% |
| Participant deferral / active EE | $6,794 | $2,821+140.8% | $3,704+83.4% | $3,470+95.8% |
| Admin fee / account holder | $2,757 | $3,839-28.2% | $5,104-46.0% | $4,887-43.6% |