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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 | $81,305 | $45,872+77.2% | $77,027+5.6% | $68,498+18.7% |
| Participation rate | 92.0% | 55.9%+36.1pp | 67.9%+24.1pp | 67.9%+24.1pp |
| Annual return | -9.21% | 1.73%-10.9pp | 42.32%-51.5pp | -7.84%-1.4pp |
| Employer contribution / active EE | $5,501 | $1,650+233.5% | $2,813+95.6% | $2,596+111.9% |
| Participant deferral / active EE | $14,613 | $2,963+393.2% | $4,427+230.1% | $4,027+262.8% |
| Admin fee / account holder | $1,062 | $3,041-65.1% | $5,425-80.4% | $5,403-80.3% |