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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 | $177,929 | $73,848+140.9% | $143,799+23.7% | $68,486+159.8% |
| Participation rate | 84.8% | 66.7%+18.2pp | 80.3%+4.5pp | 67.9%+17.0pp |
| Annual return | -16.92% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $9,775 | $3,184+207.0% | $4,952+97.4% | $2,597+276.5% |
| Participant deferral / active EE | $7,593 | $3,385+124.3% | $5,638+34.7% | $4,028+88.5% |
| Admin fee / account holder | $2,197 | $5,755-61.8% | $14,677-85.0% | $5,404-59.3% |