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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 | $158,023 | $71,878+119.8% | $86,698+82.3% | $68,486+130.7% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -15.45% | 3.53%-19.0pp | 35.95%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,173 | $2,1730% | $2,837-23.4% | $2,597-16.3% |
| Participant deferral / active EE | $6,491 | $3,779+71.8% | $4,656+39.4% | $4,028+61.2% |
| Admin fee / account holder | $16,247 | $6,113+165.8% | $7,493+116.8% | $5,404+200.7% |