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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 | $173,907 | $73,848+135.5% | $143,799+20.9% | $68,486+153.9% |
| Participation rate | 79.2% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.4pp |
| Annual return | -15.63% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $8,594 | $3,184+169.9% | $4,952+73.5% | $2,597+231.0% |
| Participant deferral / active EE | $6,149 | $3,385+81.7% | $5,638+9.1% | $4,028+52.7% |
| Admin fee / account holder | $10,890 | $5,755+89.2% | $14,677-25.8% | $5,404+101.5% |