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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 | $170,153 | $97,020+75.4% | $83,327+104.2% | $135,380+25.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -4.18% | 12.31%-16.5pp | 10.64%-14.8pp | 519.81%-524.0pp |
| Employer contribution / active EE | $6,924 | $4,144+67.1% | $3,379+104.9% | $4,779+44.9% |
| Participant deferral / active EE | $4,382 | $5,964-26.5% | $5,565-21.3% | $5,609-21.9% |
| Admin fee / account holder | $30,566 | $8,426+262.8% | $7,540+305.4% | $10,828+182.3% |