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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 | $145,023 | $71,873+101.8% | $86,698+67.3% | $68,490+111.7% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -14.41% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,638 | $2,173+21.4% | $2,837-7.0% | $2,597+1.6% |
| Participant deferral / active EE | $5,452 | $3,779+44.3% | $4,656+17.1% | $4,028+35.3% |
| Admin fee / account holder | $4,848 | $6,110-20.7% | $7,492-35.3% | $5,403-10.3% |