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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 | $149,703 | $81,870+82.9% | $119,622+25.1% | $68,486+118.6% |
| Participation rate | 82.8% | 71.9%+10.9pp | 79.3%+3.5pp | 67.9%+14.9pp |
| Annual return | -15.98% | -23.82%+7.8pp | -14.98%-1.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,318 | $2,692-13.9% | $4,232-45.2% | $2,597-10.7% |
| Participant deferral / active EE | $4,981 | $4,148+20.1% | $5,601-11.1% | $4,028+23.7% |
| Admin fee / account holder | $12,200 | $6,583+85.3% | $10,328+18.1% | $5,404+125.8% |