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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 | $156,984 | $45,566+244.5% | $64,105+144.9% | $59,633+163.2% |
| Participation rate | 84.7% | 60.2%+24.6pp | 68.2%+16.6pp | 68.7%+16.1pp |
| Annual return | -1.01% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $3,886 | $934+316.0% | $1,820+113.5% | $2,203+76.4% |
| Participant deferral / active EE | $2,947 | $2,057+43.3% | $2,822+4.4% | $3,192-7.7% |
| Admin fee / account holder | $9,542 | $3,268+192.0% | $4,499+112.1% | $4,297+122.1% |