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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 | $181,618 | $71,878+152.7% | $86,698+109.5% | $68,486+165.2% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -14.47% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $5,831 | $2,173+168.3% | $2,837+105.6% | $2,597+124.6% |
| Participant deferral / active EE | $6,482 | $3,779+71.5% | $4,656+39.2% | $4,028+60.9% |
| Admin fee / account holder | $467 | $6,113-92.4% | $7,493-93.8% | $5,404-91.3% |