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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 | $181,418 | $45,872+295.5% | $77,100+135.3% | $68,490+164.9% |
| Participation rate | 98.9% | 55.9%+43.0pp | 67.9%+31.0pp | 67.9%+31.0pp |
| Annual return | -12.95% | 1.73%-14.7pp | 42.35%-55.3pp | -7.85%-5.1pp |
| Employer contribution / active EE | $8,717 | $1,650+428.5% | $2,815+209.7% | $2,597+235.7% |
| Participant deferral / active EE | $8,737 | $2,963+194.9% | $4,430+97.2% | $4,028+116.9% |
| Admin fee / account holder | $22,466 | $3,041+638.7% | $5,443+312.7% | $5,403+315.8% |