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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 | $82,288+82.7% | $68,790+118.6% | $134,493+11.8% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -15.13% | -2.19%-12.9pp | -6.38%-8.8pp | 418.01%-433.1pp |
| Employer contribution / active EE | $916 | $3,301-72.3% | $2,655-65.5% | $4,740-80.7% |
| Participant deferral / active EE | $3,774 | $4,738-20.4% | $3,941-4.2% | $6,400-41.0% |
| Admin fee / account holder | $8,243 | $6,482+27.2% | $4,934+67.1% | $11,425-27.9% |