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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 | $158,462 | $64,729+144.8% | $112,263+41.2% | $68,490+131.4% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.49%-46.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,701 | $2,746+34.8% | $3,636+1.8% | $2,597+42.5% |
| Participant deferral / active EE | $9,704 | $3,566+172.1% | $4,729+105.2% | $4,028+140.9% |
| Admin fee / account holder | $22,155 | $5,222+324.3% | $6,410+245.6% | $5,403+310.1% |