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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 | $145,609 | $53,546+171.9% | $69,890+108.3% | $68,490+112.6% |
| Participation rate | 78.9% | 64.5%+14.4pp | 70.5%+8.5pp | 67.9%+11.1pp |
| Annual return | -12.93% | -13.87%+0.9pp | 190.84%-203.8pp | -7.85%-5.1pp |
| Employer contribution / active EE | $911 | $2,019-54.9% | $2,560-64.4% | $2,597-64.9% |
| Participant deferral / active EE | $5,857 | $2,957+98.1% | $3,848+52.2% | $4,028+45.4% |
| Admin fee / account holder | $1,874 | $4,693-60.1% | $6,267-70.1% | $5,403-65.3% |