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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 | $195,429 | $73,009+167.7% | $90,760+115.3% | $68,486+185.4% |
| Participation rate | 76.2% | 70.8%+5.4pp | 75.7%+0.5pp | 67.9%+8.3pp |
| Annual return | -12.58% | -13.81%+1.2pp | -12.16%-0.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $950 | $2,193-56.7% | $2,922-67.5% | $2,597-63.4% |
| Participant deferral / active EE | $6,469 | $3,626+78.4% | $4,565+41.7% | $4,028+60.6% |
| Admin fee / account holder | $6,442 | $5,896+9.3% | $8,444-23.7% | $5,404+19.2% |