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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 | $153,605 | $42,917+257.9% | $60,899+152.2% | $68,495+124.3% |
| Participation rate | 85.7% | 66.8%+18.9pp | 73.1%+12.6pp | 67.9%+17.8pp |
| Annual return | -17.14% | -13.99%-3.2pp | 16.92%-34.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,187 | $1,979+61.1% | $2,702+17.9% | $2,596+22.7% |
| Participant deferral / active EE | $4,990 | $2,867+74.1% | $3,817+30.7% | $4,028+23.9% |
| Admin fee / account holder | $16,077 | $3,102+418.3% | $3,225+398.5% | $5,403+197.5% |