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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 | $61,974 | $39,162+58.3% | $100,671-38.4% | $59,633+3.9% |
| Participation rate | 72.0% | 55.9%+16.1pp | 70.7%+1.3pp | 68.7%+3.3pp |
| Annual return | -1.81% | 21.07%-22.9pp | 20.43%-22.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $5,146 | $1,151+347.2% | $4,012+28.3% | $2,203+133.6% |
| Participant deferral / active EE | $5,327 | $1,992+167.4% | $3,144+69.5% | $3,192+66.9% |
| Admin fee / account holder | $9,266 | $2,969+212.1% | $4,850+91.1% | $4,297+115.7% |