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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 | $244,176 | $72,404+237.2% | $110,243+121.5% | $64,173+280.5% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | -4.16% | -6.29%+2.1pp | 314.76%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,321 | $2,282-42.1% | $3,827-65.5% | $2,381-44.5% |
| Participant deferral / active EE | $7,581 | $3,469+118.5% | $4,672+62.3% | $3,470+118.5% |
| Admin fee / account holder | $13,658 | $5,664+141.1% | $8,548+59.8% | $4,887+179.4% |