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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 | $159,052 | $81,870+94.3% | $119,634+32.9% | $68,490+132.2% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.2pp | 67.9%+10.2pp |
| Annual return | -17.18% | -23.82%+6.6pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,418 | $2,692-10.2% | $4,232-42.9% | $2,597-6.9% |
| Participant deferral / active EE | $4,967 | $4,148+19.7% | $5,601-11.3% | $4,028+23.3% |
| Admin fee / account holder | $9,439 | $6,583+43.4% | $10,329-8.6% | $5,403+74.7% |