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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 | $189,272 | $59,813+216.4% | $79,580+137.8% | $68,486+176.4% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -16.59% | -12.30%-4.3pp | 0.15%-16.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,111 | $1,505+40.2% | $2,413-12.5% | $2,597-18.7% |
| Participant deferral / active EE | $4,471 | $3,024+47.8% | $3,985+12.2% | $4,028+11.0% |
| Admin fee / account holder | $6,167 | $4,835+27.6% | $6,835-9.8% | $5,404+14.1% |