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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 | $214,360 | $73,848+190.3% | $143,799+49.1% | $68,486+213.0% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -15.14% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $4,423 | $3,184+38.9% | $4,952-10.7% | $2,597+70.4% |
| Participant deferral / active EE | $3,397 | $3,385+0.4% | $5,638-39.8% | $4,028-15.7% |
| Admin fee / account holder | $4,877 | $5,755-15.3% | $14,677-66.8% | $5,404-9.8% |