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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 | $205,677 | $73,848+178.5% | $143,799+43.0% | $68,486+200.3% |
| Participation rate | 85.3% | 66.7%+18.6pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | -11.77% | 0.91%-12.7pp | -0.04%-11.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $4,706 | $3,184+47.8% | $4,952-5.0% | $2,597+81.2% |
| Participant deferral / active EE | $4,819 | $3,385+42.4% | $5,638-14.5% | $4,028+19.6% |
| Admin fee / account holder | $4,455 | $5,755-22.6% | $14,677-69.6% | $5,404-17.6% |