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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 | $166,124 | $84,518+96.6% | $67,704+145.4% | $125,389+32.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -0.23% | 2.57%-2.8pp | 25.41%-25.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,986 | $3,292-39.7% | $2,559-22.4% | $4,866-59.2% |
| Participant deferral / active EE | $7,100 | $4,430+60.3% | $3,585+98.0% | $5,352+32.7% |
| Admin fee / account holder | $619 | $5,340-88.4% | $4,255-85.4% | $9,541-93.5% |