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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 | $182,020 | $64,729+181.2% | $112,263+62.1% | $68,490+165.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -18.43% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $8,023 | $2,746+192.2% | $3,636+120.6% | $2,597+209.0% |
| Participant deferral / active EE | $2,313 | $3,566-35.1% | $4,729-51.1% | $4,028-42.6% |
| Admin fee / account holder | $26,113 | $5,222+400.1% | $6,410+307.4% | $5,403+383.3% |