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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 | $91,284 | $57,352+59.2% | $83,831+8.9% | $64,173+42.2% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -5.45% | 11.38%-16.8pp | 850.99%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $14,364 | $2,546+464.3% | $3,631+295.6% | $2,381+503.3% |
| Participant deferral / active EE | $2,153 | $2,993-28.1% | $4,082-47.2% | $3,470-37.9% |
| Admin fee / account holder | $15,104 | $4,046+273.3% | $5,479+175.7% | $4,887+209.0% |