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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 | $132,483 | $75,935+74.5% | $60,547+118.8% | $125,389+5.7% |
| Participation rate | 81.0% | 76.5%+4.4pp | 68.0%+13.0pp | 83.2%-2.2pp |
| Annual return | -1.88% | -5.38%+3.5pp | 335.64%-337.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,830 | $3,438-46.8% | $2,419-24.4% | $4,866-62.4% |
| Participant deferral / active EE | $4,270 | $4,506-5.2% | $3,328+28.3% | $5,352-20.2% |
| Admin fee / account holder | $3,542 | $6,768-47.7% | $4,536-21.9% | $9,541-62.9% |