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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 | $67,315 | $49,177+36.9% | $79,466-15.3% | $64,173+4.9% |
| Participation rate | 74.1% | 65.0%+9.0pp | 73.3%+0.7pp | 69.6%+4.5pp |
| Annual return | -5.09% | -1.16%-3.9pp | 718.28%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,675 | $2,076+28.9% | $2,800-4.5% | $2,381+12.4% |
| Participant deferral / active EE | $4,119 | $2,821+46.0% | $3,704+11.2% | $3,470+18.7% |
| Admin fee / account holder | $9,054 | $3,839+135.9% | $5,104+77.4% | $4,887+85.3% |