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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 | $113,137 | $57,352+97.3% | $83,831+35.0% | $64,173+76.3% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.5pp | 69.6%+6.0pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.99%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,230 | $2,546-12.4% | $3,631-38.6% | $2,381-6.3% |
| Participant deferral / active EE | $9,523 | $2,993+218.2% | $4,082+133.3% | $3,470+174.5% |
| Admin fee / account holder | $5,926 | $4,046+46.5% | $5,479+8.2% | $4,887+21.2% |