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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 | $168,769 | $57,352+194.3% | $83,831+101.3% | $64,173+163.0% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -2.55% | 11.38%-13.9pp | 850.99%-853.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $12,353 | $2,546+385.3% | $3,631+240.2% | $2,381+418.9% |
| Participant deferral / active EE | $7,890 | $2,993+163.6% | $4,082+93.3% | $3,470+127.4% |
| Admin fee / account holder | $94,889 | $4,046+2245.2% | $5,479+1632.0% | $4,887+1841.5% |