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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 | $115,419 | $48,235+139.3% | $68,803+67.8% | $68,490+68.5% |
| Participation rate | 71.4% | 60.7%+10.8pp | 69.0%+2.4pp | 67.9%+3.5pp |
| Annual return | -11.80% | -12.70%+0.9pp | -6.37%-5.4pp | -7.85%-3.9pp |
| Employer contribution / active EE | $2,535 | $1,829+38.6% | $2,656-4.5% | $2,597-2.4% |
| Participant deferral / active EE | $4,925 | $2,867+71.8% | $3,942+25.0% | $4,028+22.3% |
| Admin fee / account holder | $15,243 | $4,361+249.5% | $4,936+208.8% | $5,403+182.1% |