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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 | $165,672 | $83,908+97.4% | $68,509+141.8% | $125,389+32.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 74.7%+14.2pp | 83.2%+5.7pp |
| Annual return | -2.78% | 14.48%-17.3pp | 8.27%-11.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,352 | $3,031-55.4% | $2,278-40.6% | $4,866-72.2% |
| Participant deferral / active EE | $2,548 | $4,125-38.2% | $3,382-24.7% | $5,352-52.4% |
| Admin fee / account holder | $6,093 | $8,982-32.2% | $5,275+15.5% | $9,541-36.1% |