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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 | $141,964 | $73,848+92.2% | $143,799-1.3% | $68,486+107.3% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -17.06% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,469 | $3,184-22.5% | $4,952-50.1% | $2,597-4.9% |
| Participant deferral / active EE | $4,707 | $3,385+39.1% | $5,638-16.5% | $4,028+16.9% |
| Admin fee / account holder | $6,651 | $5,755+15.6% | $14,677-54.7% | $5,404+23.1% |