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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 | $127,987 | $47,977+166.8% | $154,108-16.9% | $56,289+127.4% |
| Participation rate | 96.1% | 66.2%+29.9pp | 83.0%+13.0pp | 69.9%+26.2pp |
| Annual return | -6.54% | 3.54%-10.1pp | 735.21%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,370 | $2,169-36.8% | $5,298-74.1% | $2,111-35.1% |
| Participant deferral / active EE | $4,950 | $2,392+107.0% | $5,081-2.6% | $3,350+47.8% |
| Admin fee / account holder | $4,275 | $438+875.5% | $13,411-68.1% | $521+720.6% |