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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 | $125,490 | $72,404+73.3% | $110,243+13.8% | $64,173+95.5% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | -2.60% | -6.29%+3.7pp | 314.76%-317.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,800 | $2,282+22.7% | $3,827-26.8% | $2,381+17.6% |
| Participant deferral / active EE | $4,690 | $3,469+35.2% | $4,672+0.4% | $3,470+35.2% |
| Admin fee / account holder | $47,415 | $5,664+737.1% | $8,548+454.7% | $4,887+870.1% |