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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 | $104,235 | $57,352+81.7% | $83,830+24.3% | $64,173+62.4% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -6.93% | 11.38%-18.3pp | 850.97%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,072 | $2,546+20.7% | $3,631-15.4% | $2,381+29.0% |
| Participant deferral / active EE | $8,819 | $2,993+194.7% | $4,082+116.1% | $3,470+154.2% |
| Admin fee / account holder | $9,079 | $4,046+124.4% | $5,479+65.7% | $4,887+85.8% |