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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 | $139,190 | $73,839+88.5% | $143,788-3.2% | $68,495+103.2% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | -16.50% | 1.01%-17.5pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,435 | $3,184+102.1% | $4,952+30.0% | $2,596+147.8% |
| Participant deferral / active EE | $6,222 | $3,384+83.9% | $5,638+10.4% | $4,028+54.5% |
| Admin fee / account holder | $5,580 | $5,755-3.0% | $14,675-62.0% | $5,403+3.3% |