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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 | $178,516 | $57,350+211.3% | $83,850+112.9% | $64,181+178.1% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -4.88% | 11.38%-16.3pp | 850.92%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,146 | $2,545+23.6% | $3,631-13.4% | $2,381+32.1% |
| Participant deferral / active EE | $6,679 | $2,993+123.2% | $4,082+63.6% | $3,470+92.5% |
| Admin fee / account holder | $48,519 | $4,046+1099.2% | $5,478+785.6% | $4,887+892.8% |