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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 | $163,048 | $90,448+80.3% | $93,786+73.9% | $134,545+21.2% |
| Participation rate | 73.9% | 82.0%-8.1pp | 81.0%-7.1pp | 81.2%-7.3pp |
| Annual return | -14.89% | -15.71%+0.8pp | -11.32%-3.6pp | 418.37%-433.3pp |
| Employer contribution / active EE | $1,917 | $4,349-55.9% | $4,328-55.7% | $4,742-59.6% |
| Participant deferral / active EE | $4,871 | $5,983-18.6% | $6,100-20.1% | $6,401-23.9% |
| Admin fee / account holder | $6,257 | $9,232-32.2% | $7,184-12.9% | $11,431-45.3% |