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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 | $165,509 | $50,947+224.9% | $74,551+122.0% | $64,173+157.9% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,553 | $1,115+128.9% | $1,961+30.2% | $2,381+7.2% |
| Participant deferral / active EE | $4,569 | $2,302+98.5% | $3,108+47.0% | $3,470+31.7% |
| Admin fee / account holder | $1,690 | $4,221-60.0% | $5,059-66.6% | $4,887-65.4% |