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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 | $141,920 | $95,188+49.1% | $76,518+85.5% | $135,379+4.8% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -4.13% | 4.85%-9.0pp | -0.27%-3.9pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,583 | $3,303-52.1% | $2,647-40.2% | $4,779-66.9% |
| Participant deferral / active EE | $3,952 | $4,640-14.8% | $3,836+3.0% | $5,609-29.5% |
| Admin fee / account holder | $8,403 | $6,249+34.5% | $4,849+73.3% | $10,828-22.4% |