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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 | $125,800 | $48,267+160.6% | $68,808+82.8% | $68,486+83.7% |
| Participation rate | 83.6% | 60.7%+23.0pp | 69.0%+14.6pp | 67.9%+15.7pp |
| Annual return | -15.84% | -12.70%-3.1pp | -6.37%-9.5pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,895 | $1,829+3.6% | $2,656-28.6% | $2,597-27.0% |
| Participant deferral / active EE | $8,141 | $2,867+184.0% | $3,942+106.5% | $4,028+102.1% |
| Admin fee / account holder | $18,742 | $4,362+329.6% | $4,936+279.7% | $5,404+246.8% |