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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 | $168,079 | $71,878+133.8% | $86,698+93.9% | $68,486+145.4% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -12.24% | 3.53%-15.8pp | 35.95%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $2,037 | $2,173-6.3% | $2,837-28.2% | $2,597-21.6% |
| Participant deferral / active EE | $5,757 | $3,779+52.4% | $4,656+23.7% | $4,028+43.0% |
| Admin fee / account holder | $43,324 | $6,113+608.8% | $7,493+478.2% | $5,404+701.7% |