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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 | $169,708 | $97,020+74.9% | $83,327+103.7% | $135,380+25.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -6.21% | 12.31%-18.5pp | 10.64%-16.8pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,655 | $4,144-60.1% | $3,379-51.0% | $4,779-65.4% |
| Participant deferral / active EE | $4,674 | $5,964-21.6% | $5,565-16.0% | $5,609-16.7% |
| Admin fee / account holder | $10,940 | $8,426+29.8% | $7,540+45.1% | $10,828+1.0% |