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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 | $109,297 | $45,872+138.3% | $77,081+41.8% | $68,495+59.6% |
| Participation rate | 93.1% | 55.9%+37.2pp | 67.9%+25.2pp | 67.9%+25.2pp |
| Annual return | -10.12% | 1.73%-11.8pp | 42.33%-52.4pp | -7.84%-2.3pp |
| Employer contribution / active EE | $4,152 | $1,650+151.7% | $2,813+47.6% | $2,596+59.9% |
| Participant deferral / active EE | $9,710 | $2,963+227.7% | $4,428+119.3% | $4,028+141.1% |
| Admin fee / account holder | $14,889 | $3,041+389.6% | $5,427+174.4% | $5,403+175.5% |