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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 | $144,845 | $72,404+100.1% | $110,243+31.4% | $64,173+125.7% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -2.12% | -6.29%+4.2pp | 314.76%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,335 | $2,282+2.3% | $3,827-39.0% | $2,381-1.9% |
| Participant deferral / active EE | $4,942 | $3,469+42.5% | $4,672+5.8% | $3,470+42.4% |
| Admin fee / account holder | $17,602 | $5,664+210.8% | $8,548+105.9% | $4,887+260.1% |