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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 | $75,193 | $72,404+3.9% | $110,243-31.8% | $64,173+17.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.27% | -6.29%+1.0pp | 314.76%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,025 | $2,282+32.6% | $3,827-21.0% | $2,381+27.1% |
| Participant deferral / active EE | $8,025 | $3,469+131.3% | $4,672+71.8% | $3,470+131.3% |
| Admin fee / account holder | $13,319 | $5,664+135.1% | $8,548+55.8% | $4,887+172.5% |