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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 | $148,311 | $73,863+100.8% | $143,797+3.1% | $68,490+116.5% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -15.92% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,493 | $3,185-21.7% | $4,952-49.7% | $2,597-4.0% |
| Participant deferral / active EE | $7,405 | $3,385+118.8% | $5,638+31.3% | $4,028+83.9% |
| Admin fee / account holder | $2,181 | $5,756-62.1% | $14,679-85.1% | $5,403-59.6% |