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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 | $139,473 | $83,427+67.2% | $115,756+20.5% | $68,490+103.6% |
| Participation rate | 90.3% | 71.9%+18.4pp | 77.1%+13.2pp | 67.9%+22.4pp |
| Annual return | -17.45% | -10.95%-6.5pp | 143.14%-160.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,309 | $3,075-24.9% | $3,793-39.1% | $2,597-11.1% |
| Participant deferral / active EE | $7,142 | $5,355+33.4% | $6,254+14.2% | $4,028+77.3% |
| Admin fee / account holder | $2,676 | $5,708-53.1% | $8,124-67.1% | $5,403-50.5% |