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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 | $207,339 | $73,848+180.8% | $143,799+44.2% | $68,486+202.7% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -15.57% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,193 | $3,184+94.5% | $4,952+25.1% | $2,597+138.5% |
| Participant deferral / active EE | $1,183 | $3,385-65.1% | $5,638-79.0% | $4,028-70.6% |
| Admin fee / account holder | $6,000 | $5,755+4.3% | $14,677-59.1% | $5,404+11.0% |