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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 | $179,927 | $85,790+109.7% | $67,313+167.3% | $135,379+32.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.34% | -0.54%-5.8pp | -4.08%-2.3pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,857 | $3,487-46.7% | $2,566-27.6% | $4,779-61.1% |
| Participant deferral / active EE | $6,026 | $4,651+29.6% | $3,568+68.9% | $5,609+7.4% |
| Admin fee / account holder | $32,739 | $6,392+412.2% | $4,507+626.5% | $10,828+202.4% |