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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 | $86,275 | $46,697+84.8% | $117,533-26.6% | $68,486+26.0% |
| Participation rate | 89.8% | 56.8%+33.1pp | 70.6%+19.2pp | 67.9%+21.9pp |
| Annual return | -16.09% | -14.52%-1.6pp | 29.77%-45.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,887 | $1,506+423.9% | $4,179+88.7% | $2,597+203.8% |
| Participant deferral / active EE | $5,451 | $2,637+106.7% | $4,072+33.9% | $4,028+35.3% |
| Admin fee / account holder | $20,696 | $4,023+414.5% | $5,647+266.5% | $5,404+283.0% |