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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 | $161,697 | $73,863+118.9% | $143,797+12.4% | $68,490+136.1% |
| Participation rate | 78.2% | 66.7%+11.5pp | 80.3%-2.1pp | 67.9%+10.3pp |
| Annual return | -16.52% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,694 | $3,185+16.0% | $4,952-25.4% | $2,597+42.2% |
| Participant deferral / active EE | $2,306 | $3,385-31.9% | $5,638-59.1% | $4,028-42.8% |
| Admin fee / account holder | $2,012 | $5,756-65.0% | $14,679-86.3% | $5,403-62.8% |