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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 | $116,900 | $69,012+69.4% | $160,009-26.9% | $68,486+70.7% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -13.74% | -9.65%-4.1pp | 408.85%-422.6pp | -7.85%-5.9pp |
| Employer contribution / active EE | $4,444 | $2,212+100.9% | $4,225+5.2% | $2,597+71.1% |
| Participant deferral / active EE | $9,007 | $4,212+113.9% | $6,183+45.7% | $4,028+123.6% |
| Admin fee / account holder | $1,521 | $4,798-68.3% | $8,715-82.6% | $5,404-71.9% |