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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 | $111,442 | $57,352+94.3% | $83,831+32.9% | $64,173+73.7% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+20.9pp | 69.6%+27.5pp |
| Annual return | -4.58% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,403 | $2,546+33.7% | $3,631-6.3% | $2,381+42.9% |
| Participant deferral / active EE | $5,561 | $2,993+85.8% | $4,082+36.2% | $3,470+60.3% |
| Admin fee / account holder | $28,845 | $4,046+612.9% | $5,479+426.5% | $4,887+490.2% |