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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 | $177,497 | $81,870+116.8% | $119,622+48.4% | $68,486+159.2% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -15.62% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,345 | $2,692-50.0% | $4,232-68.2% | $2,597-48.2% |
| Participant deferral / active EE | $4,630 | $4,148+11.6% | $5,601-17.3% | $4,028+15.0% |
| Admin fee / account holder | $15,528 | $6,583+135.9% | $10,328+50.4% | $5,404+187.4% |