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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 | $181,571 | $81,870+121.8% | $119,622+51.8% | $68,486+165.1% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -11.07% | -23.82%+12.7pp | -14.98%+3.9pp | -7.85%-3.2pp |
| Employer contribution / active EE | $7,221 | $2,692+168.3% | $4,232+70.6% | $2,597+178.1% |
| Participant deferral / active EE | $4,059 | $4,148-2.2% | $5,601-27.5% | $4,028+0.8% |
| Admin fee / account holder | $757 | $6,583-88.5% | $10,328-92.7% | $5,404-86.0% |