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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 | $135,156 | $85,790+57.5% | $67,313+100.8% | $135,380-0.2% |
| Participation rate | 78.3% | 76.5%+1.8pp | 69.1%+9.2pp | 82.6%-4.4pp |
| Annual return | -2.57% | -0.54%-2.0pp | -4.08%+1.5pp | 519.81%-522.4pp |
| Employer contribution / active EE | $1,980 | $3,487-43.2% | $2,566-22.8% | $4,779-58.6% |
| Participant deferral / active EE | $6,130 | $4,651+31.8% | $3,568+71.8% | $5,609+9.3% |
| Admin fee / account holder | $1,224 | $6,392-80.8% | $4,507-72.8% | $10,828-88.7% |