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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 | $154,634 | $99,032+56.1% | $80,022+93.2% | $135,380+14.2% |
| Participation rate | 73.7% | 78.4%-4.7pp | 75.8%-2.1pp | 82.6%-9.0pp |
| Annual return | -6.94% | 15.39%-22.3pp | 11.22%-18.2pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,974 | $3,043-2.3% | $2,468+20.5% | $4,779-37.8% |
| Participant deferral / active EE | $5,531 | $4,282+29.2% | $3,686+50.1% | $5,609-1.4% |
| Admin fee / account holder | $1,790 | $10,436-82.8% | $6,521-72.5% | $10,828-83.5% |