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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 | $158,186 | $73,863+114.2% | $143,797+10.0% | $68,490+131.0% |
| Participation rate | 81.0% | 66.7%+14.3pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -17.22% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,786 | $3,185-43.9% | $4,952-63.9% | $2,597-31.2% |
| Participant deferral / active EE | $4,722 | $3,385+39.5% | $5,638-16.3% | $4,028+17.2% |
| Admin fee / account holder | $1,368 | $5,756-76.2% | $14,679-90.7% | $5,403-74.7% |