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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 | $202,530 | $95,915+111.2% | $79,580+154.5% | $134,532+50.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -13.10% | -2.71%-10.4pp | 0.15%-13.3pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,753 | $3,129-44.0% | $2,413-27.4% | $4,741-63.0% |
| Participant deferral / active EE | $7,257 | $4,693+54.6% | $3,985+82.1% | $6,401+13.4% |
| Admin fee / account holder | $10,299 | $9,132+12.8% | $6,835+50.7% | $11,429-9.9% |