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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 | $111,125 | $75,935+46.3% | $60,547+83.5% | $125,389-11.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 68.0%+3.5pp | 83.2%-11.8pp |
| Annual return | -0.80% | -5.38%+4.6pp | 335.64%-336.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,046 | $3,438-69.6% | $2,419-56.7% | $4,866-78.5% |
| Participant deferral / active EE | $7,374 | $4,506+63.6% | $3,328+121.6% | $5,352+37.8% |
| Admin fee / account holder | $8,905 | $6,768+31.6% | $4,536+96.3% | $9,541-6.7% |