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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 | $140,044 | $85,790+63.2% | $67,313+108.1% | $135,380+3.4% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.1%+9.5pp | 82.6%-4.1pp |
| Annual return | -6.23% | -0.54%-5.7pp | -4.08%-2.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,480 | $3,487-28.9% | $2,566-3.3% | $4,779-48.1% |
| Participant deferral / active EE | $5,135 | $4,651+10.4% | $3,568+43.9% | $5,609-8.5% |
| Admin fee / account holder | $15,854 | $6,392+148.0% | $4,507+251.8% | $10,828+46.4% |