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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 | $164,840 | $95,917+71.9% | $79,583+107.1% | $134,545+22.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -14.39% | -2.70%-11.7pp | 0.16%-14.6pp | 418.37%-432.8pp |
| Employer contribution / active EE | $1,418 | $3,129-54.7% | $2,414-41.3% | $4,742-70.1% |
| Participant deferral / active EE | $1,787 | $4,694-61.9% | $3,986-55.2% | $6,401-72.1% |
| Admin fee / account holder | $5,991 | $9,132-34.4% | $6,835-12.4% | $11,431-47.6% |