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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 | $128,938 | $92,219+39.8% | $76,767+68.0% | $135,380-4.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.82% | 5.46%-12.3pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,567 | $3,216-51.3% | $2,485-36.9% | $4,779-67.2% |
| Participant deferral / active EE | $7,248 | $4,508+60.8% | $3,852+88.2% | $5,609+29.2% |
| Admin fee / account holder | $2,932 | $10,749-72.7% | $6,675-56.1% | $10,828-72.9% |