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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 | $68,544 | $49,177+39.4% | $79,467-13.7% | $64,173+6.8% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.6%+25.4pp |
| Annual return | -6.07% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,394 | $2,076-32.8% | $2,800-50.2% | $2,381-41.4% |
| Participant deferral / active EE | $5,580 | $2,821+97.8% | $3,704+50.7% | $3,470+60.8% |
| Admin fee / account holder | $5,027 | $3,839+31.0% | $5,104-1.5% | $4,887+2.9% |