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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 | $218,974 | $84,518+159.1% | $67,704+223.4% | $125,389+74.6% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | -3.93% | 2.57%-6.5pp | 25.41%-29.3pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,234 | $3,292-32.2% | $2,559-12.7% | $4,866-54.1% |
| Participant deferral / active EE | $5,588 | $4,430+26.2% | $3,585+55.9% | $5,352+4.4% |
| Admin fee / account holder | $44,478 | $5,340+732.9% | $4,255+945.3% | $9,541+366.2% |