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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 | $83,642 | $57,352+45.8% | $83,831-0.2% | $64,173+30.3% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.6pp | 69.6%+17.2pp |
| Annual return | -6.72% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $7,442 | $2,546+192.3% | $3,631+104.9% | $2,381+212.6% |
| Participant deferral / active EE | $4,597 | $2,993+53.6% | $4,082+12.6% | $3,470+32.5% |
| Admin fee / account holder | $10,690 | $4,046+164.2% | $5,479+95.1% | $4,887+118.7% |