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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 | $160,529 | $72,404+121.7% | $110,243+45.6% | $64,173+150.2% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | -0.69% | -6.29%+5.6pp | 314.76%-315.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $3,089 | $2,282+35.4% | $3,827-19.3% | $2,381+29.7% |
| Participant deferral / active EE | $5,474 | $3,469+57.8% | $4,672+17.2% | $3,470+57.8% |
| Admin fee / account holder | $67,371 | $5,664+1089.4% | $8,548+688.2% | $4,887+1278.5% |