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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 | $141,176 | $59,116+138.8% | $86,438+63.3% | $68,486+106.1% |
| Participation rate | 87.8% | 75.2%+12.5pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -13.12% | -0.23%-12.9pp | 4397.19%-4410.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,392 | $2,519-44.7% | $3,769-63.1% | $2,597-46.4% |
| Participant deferral / active EE | $9,044 | $5,902+53.2% | $6,952+30.1% | $4,028+124.6% |
| Admin fee / account holder | $23,914 | $5,639+324.1% | $6,733+255.2% | $5,404+342.5% |