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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 | $114,770 | $47,977+139.2% | $154,111-25.5% | $56,287+103.9% |
| Participation rate | 99.0% | 66.2%+32.8pp | 83.0%+16.0pp | 69.9%+29.1pp |
| Annual return | -6.69% | 3.54%-10.2pp | 735.18%-741.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $4,094 | $2,169+88.8% | $5,298-22.7% | $2,111+93.9% |
| Participant deferral / active EE | $5,854 | $2,392+144.8% | $5,081+15.2% | $3,350+74.8% |
| Admin fee / account holder | $1,959 | $438+347.0% | $13,411-85.4% | $521+276.0% |