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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 | $74,615 | $45,872+62.7% | $77,096-3.2% | $68,486+9.0% |
| Participation rate | 97.0% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.1pp |
| Annual return | -12.07% | 1.73%-13.8pp | 42.35%-54.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $4,539 | $1,650+175.1% | $2,814+61.3% | $2,597+74.8% |
| Participant deferral / active EE | $10,573 | $2,963+256.9% | $4,429+138.7% | $4,028+162.5% |
| Admin fee / account holder | $14,563 | $3,041+378.9% | $5,428+168.3% | $5,404+169.5% |