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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 | $210,920 | $73,863+185.6% | $143,797+46.7% | $68,490+208.0% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -14.35% | 0.91%-15.3pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $2,559 | $3,185-19.7% | $4,952-48.3% | $2,597-1.5% |
| Participant deferral / active EE | $5,214 | $3,385+54.0% | $5,638-7.5% | $4,028+29.4% |
| Admin fee / account holder | $15,580 | $5,756+170.7% | $14,679+6.1% | $5,403+188.4% |