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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 | $129,165 | $69,518+85.8% | $59,883+115.7% | $135,382-4.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.7%+3.1pp | 82.6%-4.9pp |
| Annual return | -1.79% | 7.95%-9.7pp | 3.46%-5.3pp | 519.77%-521.6pp |
| Employer contribution / active EE | $3,031 | $3,235-6.3% | $2,722+11.3% | $4,779-36.6% |
| Participant deferral / active EE | $5,513 | $4,204+31.1% | $3,402+62.1% | $5,609-1.7% |
| Admin fee / account holder | $8,930 | $5,734+55.7% | $3,591+148.7% | $10,829-17.5% |