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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 | $134,955 | $53,546+152.0% | $69,884+93.1% | $68,486+97.1% |
| Participation rate | 95.7% | 64.5%+31.2pp | 70.5%+25.2pp | 67.9%+27.8pp |
| Annual return | -9.49% | -13.87%+4.4pp | 190.81%-200.3pp | -7.85%-1.6pp |
| Employer contribution / active EE | $11,434 | $2,019+466.3% | $2,560+346.6% | $2,597+340.3% |
| Participant deferral / active EE | $3,902 | $2,957+32.0% | $3,848+1.4% | $4,028-3.1% |
| Admin fee / account holder | $28,876 | $4,693+515.3% | $6,266+360.8% | $5,404+434.4% |