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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 | $239,632 | $95,915+149.8% | $79,580+201.1% | $134,532+78.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -10.02% | -2.71%-7.3pp | 0.15%-10.2pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,885 | $3,129-39.8% | $2,413-21.9% | $4,741-60.2% |
| Participant deferral / active EE | $4,670 | $4,693-0.5% | $3,985+17.2% | $6,401-27.0% |
| Admin fee / account holder | $6,388 | $9,132-30.0% | $6,835-6.5% | $11,429-44.1% |