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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 | $156,540 | $85,790+82.5% | $67,313+132.6% | $135,380+15.6% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | -8.46% | -0.54%-7.9pp | -4.08%-4.4pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,182 | $3,487-37.4% | $2,566-14.9% | $4,779-54.3% |
| Participant deferral / active EE | $4,678 | $4,651+0.6% | $3,568+31.1% | $5,609-16.6% |
| Admin fee / account holder | $3,282 | $6,392-48.7% | $4,507-27.2% | $10,828-69.7% |