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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 | $140,771 | $57,352+145.4% | $83,831+67.9% | $64,173+119.4% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -6.17% | 11.38%-17.6pp | 850.99%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $15,472 | $2,546+507.8% | $3,631+326.1% | $2,381+549.9% |
| Participant deferral / active EE | $1,648 | $2,993-44.9% | $4,082-59.6% | $3,470-52.5% |
| Admin fee / account holder | $1,340 | $4,046-66.9% | $5,479-75.5% | $4,887-72.6% |