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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 | $184,503 | $64,729+185.0% | $112,263+64.3% | $68,490+169.4% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -14.99% | -11.40%-3.6pp | 27.49%-42.5pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,457 | $2,746-10.5% | $3,636-32.4% | $2,597-5.4% |
| Participant deferral / active EE | $6,081 | $3,566+70.5% | $4,729+28.6% | $4,028+51.0% |
| Admin fee / account holder | $999 | $5,222-80.9% | $6,410-84.4% | $5,403-81.5% |