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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 | $58,405 | $43,730+33.6% | $121,220-51.8% | $64,173-9.0% |
| Participation rate | 89.5% | 58.3%+31.1pp | 71.8%+17.7pp | 69.6%+19.9pp |
| Annual return | -5.53% | 68.94%-74.5pp | 16.94%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,039 | $1,297+288.6% | $4,023+25.3% | $2,381+111.6% |
| Participant deferral / active EE | $5,229 | $2,281+129.3% | $3,345+56.3% | $3,470+50.7% |
| Admin fee / account holder | $8,150 | $3,502+132.7% | $5,021+62.3% | $4,887+66.8% |