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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 | $154,183 | $77,816+98.1% | $123,552+24.8% | $64,173+140.3% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.3%-0.5pp | 69.6%+12.2pp |
| Annual return | -6.11% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,449 | $3,014-18.7% | $4,628-47.1% | $2,381+2.9% |
| Participant deferral / active EE | $7,563 | $5,240+44.3% | $6,426+17.7% | $3,470+118.0% |
| Admin fee / account holder | $1,196 | $5,519-78.3% | $9,285-87.1% | $4,887-75.5% |