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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 | $130,252 | $105,867+23.0% | $90,760+43.5% | $134,532-3.2% |
| Participation rate | 90.9% | 78.3%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -13.40% | -10.99%-2.4pp | -12.16%-1.2pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,464 | $3,464-57.7% | $2,922-49.9% | $4,741-69.1% |
| Participant deferral / active EE | $2,034 | $5,217-61.0% | $4,565-55.5% | $6,401-68.2% |
| Admin fee / account holder | $53,432 | $13,936+283.4% | $8,444+532.7% | $11,429+367.5% |