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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 | $132,852 | $75,935+75.0% | $60,547+119.4% | $125,389+6.0% |
| Participation rate | 82.6% | 76.5%+6.1pp | 68.0%+14.6pp | 83.2%-0.6pp |
| Annual return | -0.58% | -5.38%+4.8pp | 335.64%-336.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $881 | $3,438-74.4% | $2,419-63.6% | $4,866-81.9% |
| Participant deferral / active EE | $1,250 | $4,506-72.3% | $3,328-62.5% | $5,352-76.7% |
| Admin fee / account holder | $7,542 | $6,768+11.4% | $4,536+66.3% | $9,541-20.9% |