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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 | $159,202 | $77,976+104.2% | $81,367+95.7% | $125,389+27.0% |
| Participation rate | 91.7% | 83.3%+8.4pp | 82.3%+9.4pp | 83.2%+8.5pp |
| Annual return | -2.02% | -2.85%+0.8pp | -0.92%-1.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,665 | $4,366-61.9% | $3,930-57.6% | $4,866-65.8% |
| Participant deferral / active EE | $6,236 | $5,646+10.4% | $5,383+15.8% | $5,352+16.5% |
| Admin fee / account holder | $5,553 | $12,476-55.5% | $8,926-37.8% | $9,541-41.8% |