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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 | $206,371 | $73,863+179.4% | $143,797+43.5% | $68,490+201.3% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -18.77% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,082 | $3,185-3.2% | $4,952-37.8% | $2,597+18.7% |
| Participant deferral / active EE | $6,957 | $3,385+105.5% | $5,638+23.4% | $4,028+72.7% |
| Admin fee / account holder | $16,227 | $5,756+181.9% | $14,679+10.5% | $5,403+200.3% |