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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 | $73,397 | $72,404+1.4% | $110,243-33.4% | $64,173+14.4% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | -6.89% | -6.29%-0.6pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,424 | $2,282+137.7% | $3,827+41.7% | $2,381+127.8% |
| Participant deferral / active EE | $5,104 | $3,469+47.1% | $4,672+9.2% | $3,470+47.1% |
| Admin fee / account holder | $1,776 | $5,664-68.6% | $8,548-79.2% | $4,887-63.7% |