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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 | $148,895 | $81,870+81.9% | $119,608+24.5% | $68,495+117.4% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -18.65% | -23.82%+5.2pp | -14.98%-3.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,407 | $2,692+26.6% | $4,232-19.5% | $2,596+31.2% |
| Participant deferral / active EE | $7,523 | $4,148+81.4% | $5,601+34.3% | $4,028+86.8% |
| Admin fee / account holder | $4,627 | $6,583-29.7% | $10,326-55.2% | $5,403-14.4% |