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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 | $59,417 | $49,177+20.8% | $79,467-25.2% | $64,173-7.4% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.6pp | 69.6%+23.4pp |
| Annual return | -5.56% | -1.16%-4.4pp | 718.30%-723.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,326 | $2,076+156.5% | $2,800+90.2% | $2,381+123.7% |
| Participant deferral / active EE | $3,963 | $2,821+40.5% | $3,704+7.0% | $3,470+14.2% |
| Admin fee / account holder | $7,561 | $3,839+97.0% | $5,104+48.1% | $4,887+54.7% |