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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 | $138,675 | $211,946-34.6% | $169,452-18.2% | $135,382+2.4% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.73% | 3.26%-9.0pp | 1.83%-7.6pp | 519.77%-525.5pp |
| Employer contribution / active EE | $1,349 | $5,117-73.6% | $4,157-67.5% | $4,779-71.8% |
| Participant deferral / active EE | $12,020 | $6,075+97.8% | $5,277+127.8% | $5,609+114.3% |
| Admin fee / account holder | $45,785 | $11,472+299.1% | $9,110+402.6% | $10,829+322.8% |