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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 | $182,325 | $73,863+146.8% | $143,797+26.8% | $68,490+166.2% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -18.09% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $6,265 | $3,185+96.7% | $4,952+26.5% | $2,597+141.3% |
| Participant deferral / active EE | $4,219 | $3,385+24.6% | $5,638-25.2% | $4,028+4.7% |
| Admin fee / account holder | $6,184 | $5,756+7.4% | $14,679-57.9% | $5,403+14.5% |