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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 | $114,689 | $43,730+162.3% | $121,220-5.4% | $64,173+78.7% |
| Participation rate | 92.6% | 58.3%+34.2pp | 71.8%+20.8pp | 69.6%+23.0pp |
| Annual return | -6.84% | 68.94%-75.8pp | 16.94%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,782 | $2,281+328.9% | $3,345+192.4% | $3,470+181.9% |
| Admin fee / account holder | $3,198 | $3,502-8.7% | $5,021-36.3% | $4,887-34.6% |