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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 | $140,779 | $69,012+104.0% | $160,009-12.0% | $68,486+105.6% |
| Participation rate | 87.9% | 65.4%+22.5pp | 78.0%+9.9pp | 67.9%+20.0pp |
| Annual return | -6.66% | -9.65%+3.0pp | 408.85%-415.5pp | -7.85%+1.2pp |
| Employer contribution / active EE | $3,174 | $2,212+43.5% | $4,225-24.9% | $2,597+22.2% |
| Participant deferral / active EE | $6,187 | $4,212+46.9% | $6,183+0.1% | $4,028+53.6% |
| Admin fee / account holder | $3,008 | $4,798-37.3% | $8,715-65.5% | $5,404-44.3% |