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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 | $182,523 | $73,863+147.1% | $143,797+26.9% | $68,490+166.5% |
| Participation rate | 76.7% | 66.7%+10.0pp | 80.3%-3.7pp | 67.9%+8.8pp |
| Annual return | -14.41% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $9,550 | $3,185+199.9% | $4,952+92.8% | $2,597+267.8% |
| Participant deferral / active EE | $6,082 | $3,385+79.7% | $5,638+7.9% | $4,028+51.0% |
| Admin fee / account holder | $5,975 | $5,756+3.8% | $14,679-59.3% | $5,403+10.6% |