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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 | $187,843 | $73,863+154.3% | $143,797+30.6% | $68,490+174.3% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -13.44% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $2,320 | $3,185-27.1% | $4,952-53.1% | $2,597-10.6% |
| Participant deferral / active EE | $4,474 | $3,385+32.2% | $5,638-20.7% | $4,028+11.1% |
| Admin fee / account holder | $17,463 | $5,756+203.4% | $14,679+19.0% | $5,403+223.2% |