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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 | $181,188 | $45,872+295.0% | $77,100+135.0% | $68,490+164.5% |
| Participation rate | 78.1% | 55.9%+22.2pp | 67.9%+10.2pp | 67.9%+10.2pp |
| Annual return | -15.02% | 1.73%-16.7pp | 42.35%-57.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,402 | $1,650+45.6% | $2,815-14.7% | $2,597-7.5% |
| Participant deferral / active EE | $7,956 | $2,963+168.5% | $4,430+79.6% | $4,028+97.5% |
| Admin fee / account holder | $1,898 | $3,041-37.6% | $5,443-65.1% | $5,403-64.9% |