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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 | $146,706 | $73,009+100.9% | $90,760+61.6% | $68,486+114.2% |
| Participation rate | 70.4% | 70.8%-0.5pp | 75.7%-5.3pp | 67.9%+2.5pp |
| Annual return | -17.83% | -13.81%-4.0pp | -12.16%-5.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,702 | $2,193+23.2% | $2,922-7.5% | $2,597+4.0% |
| Participant deferral / active EE | $4,692 | $3,626+29.4% | $4,565+2.8% | $4,028+16.5% |
| Admin fee / account holder | $1,258 | $5,896-78.7% | $8,444-85.1% | $5,404-76.7% |