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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 | $221,502 | $73,863+199.9% | $143,797+54.0% | $68,490+223.4% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -12.50% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $4,488 | $3,185+40.9% | $4,952-9.4% | $2,597+72.8% |
| Participant deferral / active EE | $3,752 | $3,385+10.8% | $5,638-33.5% | $4,028-6.9% |
| Admin fee / account holder | $14,753 | $5,756+156.3% | $14,679+0.5% | $5,403+173.1% |