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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 | $124,780 | $57,352+117.6% | $83,831+48.8% | $64,173+94.4% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -1.90% | 11.38%-13.3pp | 850.99%-852.9pp | 7.63%-9.5pp |
| Employer contribution / active EE | $943 | $2,546-62.9% | $3,631-74.0% | $2,381-60.4% |
| Participant deferral / active EE | $2,174 | $2,993-27.4% | $4,082-46.7% | $3,470-37.3% |
| Admin fee / account holder | $13,564 | $4,046+235.2% | $5,479+147.6% | $4,887+177.5% |