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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 | $152,615 | $73,839+106.7% | $143,788+6.1% | $68,495+122.8% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -16.60% | 1.01%-17.6pp | -0.03%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,432 | $3,184-23.6% | $4,952-50.9% | $2,596-6.3% |
| Participant deferral / active EE | $5,977 | $3,384+76.6% | $5,638+6.0% | $4,028+48.4% |
| Admin fee / account holder | $5,557 | $5,755-3.4% | $14,675-62.1% | $5,403+2.8% |