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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 | $157,728 | $47,977+228.8% | $154,108+2.3% | $56,289+180.2% |
| Participation rate | 87.4% | 66.2%+21.2pp | 83.0%+4.4pp | 69.9%+17.5pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.21%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $7,730 | $2,169+256.4% | $5,298+45.9% | $2,111+266.1% |
| Participant deferral / active EE | $5,162 | $2,392+115.8% | $5,081+1.6% | $3,350+54.1% |
| Admin fee / account holder | $2,966 | $438+576.7% | $13,411-77.9% | $521+469.3% |