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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 | $167,099 | $95,895+74.3% | $79,576+110.0% | $134,509+24.2% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -17.30% | -2.72%-14.6pp | 0.15%-17.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,064 | $3,128-66.0% | $2,413-55.9% | $4,741-77.6% |
| Participant deferral / active EE | $8,167 | $4,693+74.0% | $3,985+104.9% | $6,400+27.6% |
| Admin fee / account holder | $1,563 | $9,129-82.9% | $6,834-77.1% | $11,427-86.3% |