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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 | $106,513 | $45,872+132.2% | $77,100+38.2% | $68,490+55.5% |
| Participation rate | 95.3% | 55.9%+39.4pp | 67.9%+27.4pp | 67.9%+27.4pp |
| Annual return | -15.51% | 1.73%-17.2pp | 42.35%-57.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,415 | $1,650-14.2% | $2,815-49.7% | $2,597-45.5% |
| Participant deferral / active EE | $5,638 | $2,963+90.3% | $4,430+27.3% | $4,028+40.0% |
| Admin fee / account holder | $18,746 | $3,041+516.4% | $5,443+244.4% | $5,403+247.0% |