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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 | $157,231 | $73,848+112.9% | $143,799+9.3% | $68,486+129.6% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -17.59% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,208 | $3,184+32.1% | $4,952-15.0% | $2,597+62.0% |
| Participant deferral / active EE | $4,434 | $3,385+31.0% | $5,638-21.4% | $4,028+10.1% |
| Admin fee / account holder | $12,673 | $5,755+120.2% | $14,677-13.7% | $5,404+134.5% |