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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 | $210,212 | $81,870+156.8% | $119,634+75.7% | $68,490+206.9% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | -15.38% | -23.82%+8.4pp | -14.98%-0.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $5,019 | $2,692+86.5% | $4,232+18.6% | $2,597+93.3% |
| Participant deferral / active EE | $6,216 | $4,148+49.9% | $5,601+11.0% | $4,028+54.3% |
| Admin fee / account holder | $2,250 | $6,583-65.8% | $10,329-78.2% | $5,403-58.4% |