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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 | $153,806 | $95,188+61.6% | $76,518+101.0% | $135,380+13.6% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -4.56% | 4.85%-9.4pp | -0.27%-4.3pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,845 | $3,303+16.4% | $2,647+45.3% | $4,779-19.5% |
| Participant deferral / active EE | $8,364 | $4,640+80.3% | $3,836+118.1% | $5,609+49.1% |
| Admin fee / account holder | $13,502 | $6,249+116.1% | $4,849+178.5% | $10,828+24.7% |