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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 | $139,869 | $57,352+143.9% | $83,831+66.8% | $64,173+118.0% |
| Participation rate | 96.8% | 68.6%+28.2pp | 76.1%+20.6pp | 69.6%+27.2pp |
| Annual return | -6.30% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $10,967 | $2,546+330.8% | $3,631+202.0% | $2,381+360.6% |
| Participant deferral / active EE | $7,386 | $2,993+146.8% | $4,082+80.9% | $3,470+112.9% |
| Admin fee / account holder | $27,525 | $4,046+580.3% | $5,479+402.4% | $4,887+463.2% |