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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 | $132,975 | $57,352+131.9% | $83,830+58.6% | $64,173+107.2% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -6.19% | 11.38%-17.6pp | 850.97%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,645 | $2,546-35.4% | $3,631-54.7% | $2,381-30.9% |
| Participant deferral / active EE | $4,282 | $2,993+43.1% | $4,082+4.9% | $3,470+23.4% |
| Admin fee / account holder | $1,090 | $4,046-73.1% | $5,479-80.1% | $4,887-77.7% |