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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 | $159,704 | $110,083+45.1% | $151,645+5.3% | $68,490+133.2% |
| Participation rate | 86.8% | 84.0%+2.8pp | 87.5%-0.7pp | 67.9%+18.9pp |
| Annual return | -14.34% | -10.12%-4.2pp | 3.34%-17.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $8,556 | $4,470+91.4% | $6,165+38.8% | $2,597+229.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,573 | $7,718-14.8% | $11,614-43.4% | $5,403+21.7% |