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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 | $192,680 | $73,839+160.9% | $143,788+34.0% | $68,495+181.3% |
| Participation rate | 78.8% | 66.7%+12.2pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -14.51% | 1.01%-15.5pp | -0.03%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,990 | $3,184-6.1% | $4,952-39.6% | $2,596+15.1% |
| Participant deferral / active EE | $6,262 | $3,384+85.0% | $5,638+11.1% | $4,028+55.5% |
| Admin fee / account holder | $19,882 | $5,755+245.5% | $14,675+35.5% | $5,403+268.0% |