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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 | $164,177 | $73,863+122.3% | $143,797+14.2% | $68,490+139.7% |
| Participation rate | 86.8% | 66.7%+20.2pp | 80.3%+6.5pp | 67.9%+18.9pp |
| Annual return | -17.12% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,251 | $3,185-29.3% | $4,952-54.6% | $2,597-13.3% |
| Participant deferral / active EE | $6,735 | $3,385+99.0% | $5,638+19.4% | $4,028+67.2% |
| Admin fee / account holder | $2,903 | $5,756-49.6% | $14,679-80.2% | $5,403-46.3% |