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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 | $173,253 | $45,872+277.7% | $77,100+124.7% | $68,490+153.0% |
| Participation rate | 97.3% | 55.9%+41.4pp | 67.9%+29.4pp | 67.9%+29.4pp |
| Annual return | -14.78% | 1.73%-16.5pp | 42.35%-57.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $6,570 | $1,650+298.3% | $2,815+133.4% | $2,597+153.0% |
| Participant deferral / active EE | $9,758 | $2,963+229.3% | $4,430+120.3% | $4,028+142.3% |
| Admin fee / account holder | $2,416 | $3,041-20.6% | $5,443-55.6% | $5,403-55.3% |