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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 | $150,341 | $82,324+82.6% | $68,803+118.5% | $134,545+11.7% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.6pp | 81.2%-2.7pp |
| Annual return | -15.13% | -2.17%-13.0pp | -6.37%-8.8pp | 418.37%-433.5pp |
| Employer contribution / active EE | $916 | $3,302-72.3% | $2,656-65.5% | $4,742-80.7% |
| Participant deferral / active EE | $3,774 | $4,740-20.4% | $3,942-4.3% | $6,401-41.0% |
| Admin fee / account holder | $8,243 | $6,485+27.1% | $4,936+67.0% | $11,431-27.9% |