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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 | $165,579 | $95,915+72.6% | $79,580+108.1% | $134,532+23.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -12.79% | -2.71%-10.1pp | 0.15%-12.9pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,095 | $3,129-33.0% | $2,413-13.2% | $4,741-55.8% |
| Participant deferral / active EE | $5,435 | $4,693+15.8% | $3,985+36.4% | $6,401-15.1% |
| Admin fee / account holder | $21,552 | $9,132+136.0% | $6,835+215.3% | $11,429+88.6% |