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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 | $161,934 | $95,917+68.8% | $79,583+103.5% | $134,545+20.4% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.7pp | 81.2%+14.0pp |
| Annual return | -16.82% | -2.70%-14.1pp | 0.16%-17.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,275 | $3,129-27.3% | $2,414-5.7% | $4,742-52.0% |
| Participant deferral / active EE | $3,093 | $4,694-34.1% | $3,986-22.4% | $6,401-51.7% |
| Admin fee / account holder | $65,402 | $9,132+616.2% | $6,835+856.8% | $11,431+472.2% |