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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 | $123,304 | $95,915+28.6% | $79,580+54.9% | $134,532-8.3% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -11.12% | -2.71%-8.4pp | 0.15%-11.3pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,309 | $3,129-58.1% | $2,413-45.7% | $4,741-72.4% |
| Participant deferral / active EE | $3,632 | $4,693-22.6% | $3,985-8.9% | $6,401-43.3% |
| Admin fee / account holder | $1,353 | $9,132-85.2% | $6,835-80.2% | $11,429-88.2% |