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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 | $157,163 | $113,941+37.9% | $94,229+66.8% | $125,389+25.3% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -0.69% | 5.29%-6.0pp | 10.68%-11.4pp | 282.24%-282.9pp |
| Employer contribution / active EE | $790 | $4,727-83.3% | $3,587-78.0% | $4,866-83.8% |
| Participant deferral / active EE | $2,720 | $5,179-47.5% | $4,320-37.0% | $5,352-49.2% |
| Admin fee / account holder | $25,642 | $8,392+205.6% | $6,269+309.0% | $9,541+168.8% |