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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 | $173,650 | $73,863+135.1% | $143,797+20.8% | $68,490+153.5% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -15.12% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,095 | $3,185-2.8% | $4,952-37.5% | $2,597+19.2% |
| Participant deferral / active EE | $5,848 | $3,385+72.8% | $5,638+3.7% | $4,028+45.2% |
| Admin fee / account holder | $990 | $5,756-82.8% | $14,679-93.3% | $5,403-81.7% |