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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 | $186,647 | $73,009+155.7% | $90,760+105.6% | $68,486+172.5% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -15.04% | -13.81%-1.2pp | -12.16%-2.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $3,181 | $2,193+45.1% | $2,922+8.9% | $2,597+22.5% |
| Participant deferral / active EE | $6,383 | $3,626+76.0% | $4,565+39.8% | $4,028+58.5% |
| Admin fee / account holder | $4,682 | $5,896-20.6% | $8,444-44.6% | $5,404-13.4% |