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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 | $139,075 | $95,895+45.0% | $79,576+74.8% | $134,509+3.4% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -17.76% | -2.72%-15.0pp | 0.15%-17.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $2,153 | $3,128-31.2% | $2,413-10.8% | $4,741-54.6% |
| Participant deferral / active EE | $4,913 | $4,693+4.7% | $3,985+23.3% | $6,400-23.2% |
| Admin fee / account holder | $8,055 | $9,129-11.8% | $6,834+17.9% | $11,427-29.5% |