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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 | $163,790 | $73,863+121.7% | $143,797+13.9% | $68,490+139.1% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -16.72% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $6,023 | $3,185+89.1% | $4,952+21.6% | $2,597+131.9% |
| Participant deferral / active EE | $6,016 | $3,385+77.7% | $5,638+6.7% | $4,028+49.4% |
| Admin fee / account holder | $1,882 | $5,756-67.3% | $14,679-87.2% | $5,403-65.2% |