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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 | $120,696 | $57,352+110.4% | $83,830+44.0% | $64,173+88.1% |
| Participation rate | 77.3% | 68.6%+8.7pp | 76.1%+1.1pp | 69.6%+7.7pp |
| Annual return | -5.07% | 11.38%-16.5pp | 850.97%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,273 | $2,546-50.0% | $3,631-64.9% | $2,381-46.5% |
| Participant deferral / active EE | $5,088 | $2,993+70.0% | $4,082+24.6% | $3,470+46.6% |
| Admin fee / account holder | $18,676 | $4,046+361.6% | $5,479+240.9% | $4,887+282.1% |