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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 | $181,332 | $71,873+152.3% | $86,698+109.2% | $68,490+164.8% |
| Participation rate | 96.3% | 72.2%+24.0pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -13.29% | 3.54%-16.8pp | 35.96%-49.3pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,992 | $2,173+37.7% | $2,837+5.5% | $2,597+15.2% |
| Participant deferral / active EE | $6,316 | $3,779+67.1% | $4,656+35.6% | $4,028+56.8% |
| Admin fee / account holder | $7,209 | $6,110+18.0% | $7,492-3.8% | $5,403+33.4% |