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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 | $180,467 | $73,863+144.3% | $143,797+25.5% | $68,490+163.5% |
| Participation rate | 85.5% | 66.7%+18.8pp | 80.3%+5.2pp | 67.9%+17.6pp |
| Annual return | -14.54% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $5,201 | $3,185+63.3% | $4,952+5.0% | $2,597+100.3% |
| Participant deferral / active EE | $6,467 | $3,385+91.1% | $5,638+14.7% | $4,028+60.6% |
| Admin fee / account holder | $25,238 | $5,756+338.5% | $14,679+71.9% | $5,403+367.1% |