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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 | $54,780 | $49,177+11.4% | $79,476-31.1% | $64,181-14.6% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.1pp | 69.6%+11.9pp |
| Annual return | -6.26% | -1.16%-5.1pp | 718.21%-724.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,362 | $2,076+110.1% | $2,800+55.8% | $2,381+83.2% |
| Participant deferral / active EE | $5,687 | $2,821+101.6% | $3,704+53.5% | $3,470+63.9% |
| Admin fee / account holder | $6,090 | $3,839+58.7% | $5,113+19.1% | $4,887+24.6% |