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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 | $171,393 | $81,870+109.3% | $119,634+43.3% | $68,490+150.2% |
| Participation rate | 72.6% | 71.9%+0.7pp | 79.3%-6.6pp | 67.9%+4.7pp |
| Annual return | -16.05% | -23.82%+7.8pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,716 | $2,692+38.0% | $4,232-12.2% | $2,597+43.1% |
| Participant deferral / active EE | $7,038 | $4,148+69.7% | $5,601+25.7% | $4,028+74.7% |
| Admin fee / account holder | $20,758 | $6,583+215.3% | $10,329+101.0% | $5,403+284.2% |