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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 | $191,283 | $102,661+86.3% | $151,645+26.1% | $66,949+185.7% |
| Participation rate | 74.8% | 85.5%-10.7pp | 87.5%-12.7pp | 69.8%+5.0pp |
| Annual return | -16.51% | -10.81%-5.7pp | 3.34%-19.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $5,964 | $4,184+42.5% | $6,165-3.3% | $2,545+134.3% |
| Participant deferral / active EE | $4,239 | $6,645-36.2% | $8,363-49.3% | $4,2390% |
| Admin fee / account holder | $2,778 | $630+340.6% | $11,614-76.1% | $594+368.0% |