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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 | $89,966 | $32,117+180.1% | $71,086+26.6% | $64,181+40.2% |
| Participation rate | 88.1% | 42.7%+45.4pp | 54.7%+33.4pp | 69.6%+18.5pp |
| Annual return | -8.27% | -5.57%-2.7pp | 650.59%-658.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,697 | $712+138.3% | $1,088+56.0% | $2,381-28.7% |
| Participant deferral / active EE | $6,222 | $1,263+392.6% | $1,874+232.0% | $3,470+79.3% |
| Admin fee / account holder | $761 | $2,759-72.4% | $3,082-75.3% | $4,887-84.4% |