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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 | $158,912 | $95,188+66.9% | $76,518+107.7% | $135,380+17.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -6.91% | 4.85%-11.8pp | -0.27%-6.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $8,522 | $3,303+158.0% | $2,647+221.9% | $4,779+78.3% |
| Participant deferral / active EE | $13,467 | $4,640+190.3% | $3,836+251.1% | $5,609+140.1% |
| Admin fee / account holder | $2,709 | $6,249-56.7% | $4,849-44.1% | $10,828-75.0% |