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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 | $239,909 | $73,863+224.8% | $143,797+66.8% | $68,490+250.3% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -13.80% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,376 | $3,185-25.4% | $4,952-52.0% | $2,597-8.5% |
| Participant deferral / active EE | $3,756 | $3,385+11.0% | $5,638-33.4% | $4,028-6.7% |
| Admin fee / account holder | $3,665 | $5,756-36.3% | $14,679-75.0% | $5,403-32.2% |