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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 | $140,051 | $57,352+144.2% | $83,831+67.1% | $64,173+118.2% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.6pp | 69.6%+25.2pp |
| Annual return | -8.33% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,367 | $2,546-7.0% | $3,631-34.8% | $2,381-0.6% |
| Participant deferral / active EE | $7,478 | $2,993+149.9% | $4,082+83.2% | $3,470+115.5% |
| Admin fee / account holder | $1,260 | $4,046-68.9% | $5,479-77.0% | $4,887-74.2% |