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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 | $160,682 | $64,719+148.3% | $112,249+43.1% | $68,486+134.6% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -17.19% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,351 | $2,747+22.0% | $3,636-7.9% | $2,597+29.0% |
| Participant deferral / active EE | $10,015 | $3,565+180.9% | $4,729+111.8% | $4,028+148.7% |
| Admin fee / account holder | $2,938 | $5,232-43.9% | $6,412-54.2% | $5,404-45.6% |