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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 | $164,016 | $45,872+257.6% | $77,096+112.7% | $68,486+139.5% |
| Participation rate | 97.7% | 55.9%+41.8pp | 67.9%+29.8pp | 67.9%+29.8pp |
| Annual return | -16.15% | 1.73%-17.9pp | 42.35%-58.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $10,370 | $1,650+528.6% | $2,814+268.5% | $2,597+299.4% |
| Participant deferral / active EE | $10,590 | $2,963+257.4% | $4,429+139.1% | $4,028+162.9% |
| Admin fee / account holder | $46,434 | $3,041+1426.8% | $5,428+755.4% | $5,404+759.3% |