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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 | $179,447 | $77,817+130.6% | $123,553+45.2% | $64,173+179.6% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -6.26% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,274 | $5,240+115.1% | $6,426+75.4% | $3,470+224.9% |
| Admin fee / account holder | $9,830 | $5,519+78.1% | $9,284+5.9% | $4,887+101.1% |