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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 | $187,715 | $61,660+204.4% | $80,022+134.6% | $64,173+192.5% |
| Participation rate | 80.9% | 71.7%+9.2pp | 75.8%+5.0pp | 69.6%+11.3pp |
| Annual return | -4.05% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,820 | $1,810+0.5% | $2,468-26.2% | $2,381-23.5% |
| Participant deferral / active EE | $7,362 | $2,968+148.1% | $3,686+99.7% | $3,470+112.2% |
| Admin fee / account holder | $25,052 | $5,417+362.5% | $6,521+284.2% | $4,887+412.6% |