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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 | $123,452 | $59,805+106.4% | $79,551+55.2% | $68,498+80.2% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.5%+0.5pp | 67.9%+2.1pp |
| Annual return | -12.88% | -12.30%-0.6pp | 0.14%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,124 | $1,505+41.1% | $2,413-12.0% | $2,596-18.2% |
| Participant deferral / active EE | $4,680 | $3,024+54.8% | $3,985+17.5% | $4,027+16.2% |
| Admin fee / account holder | $13,056 | $4,835+170.0% | $6,833+91.1% | $5,403+141.6% |