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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 | $159,049 | $105,861+50.2% | $90,756+75.2% | $134,509+18.2% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -19.13% | -10.99%-8.1pp | -12.16%-7.0pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,425 | $3,463-58.8% | $2,922-51.2% | $4,741-69.9% |
| Participant deferral / active EE | $7,464 | $5,217+43.1% | $4,565+63.5% | $6,400+16.6% |
| Admin fee / account holder | $1,273 | $13,938-90.9% | $8,445-84.9% | $11,427-88.9% |