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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 | $83,204 | $66,302+25.5% | $110,243-24.5% | $56,287+47.8% |
| Participation rate | 97.3% | 74.9%+22.4pp | 79.8%+17.5pp | 69.9%+27.4pp |
| Annual return | -5.53% | -1.18%-4.4pp | 314.76%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $959 | $2,047-53.2% | $3,827-74.9% | $2,111-54.6% |
| Participant deferral / active EE | $4,035 | $3,381+19.3% | $4,672-13.6% | $3,350+20.4% |
| Admin fee / account holder | $9,130 | $698+1207.1% | $8,548+6.8% | $521+1652.7% |