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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 | $139,215 | $71,873+93.7% | $86,698+60.6% | $68,490+103.3% |
| Participation rate | 90.2% | 72.2%+17.9pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -18.71% | 3.54%-22.2pp | 35.96%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,165 | $2,173-0.4% | $2,837-23.7% | $2,597-16.6% |
| Participant deferral / active EE | $11,717 | $3,779+210.0% | $4,656+151.6% | $4,028+190.9% |
| Admin fee / account holder | $8,890 | $6,110+45.5% | $7,492+18.7% | $5,403+64.5% |