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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 | $102,030 | $27,639+269.2% | $61,501+65.9% | $68,490+49.0% |
| Participation rate | 83.9% | 39.5%+44.4pp | 52.6%+31.3pp | 67.9%+16.0pp |
| Annual return | -3.03% | -13.19%+10.2pp | 339.04%-342.1pp | -7.85%+4.8pp |
| Employer contribution / active EE | $1,126 | $696+61.8% | $1,160-2.9% | $2,597-56.6% |
| Participant deferral / active EE | $2,901 | $1,264+129.6% | $2,125+36.5% | $4,028-28.0% |
| Admin fee / account holder | $1,581 | $2,012-21.5% | $2,132-25.8% | $5,403-70.7% |