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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 | $183,259 | $72,177+153.9% | $115,038+59.3% | $59,633+207.3% |
| Participation rate | 93.2% | 72.6%+20.7pp | 81.4%+11.9pp | 68.7%+24.6pp |
| Annual return | -2.06% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,546 | $2,841-45.6% | $4,608-66.4% | $2,203-29.8% |
| Participant deferral / active EE | $6,531 | $4,783+36.5% | $6,026+8.4% | $3,192+104.6% |
| Admin fee / account holder | $13,935 | $4,927+182.8% | $8,175+70.5% | $4,297+224.3% |