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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 | $156,560 | $71,872+117.8% | $86,691+80.6% | $68,495+128.6% |
| Participation rate | 86.4% | 72.2%+14.1pp | 76.6%+9.8pp | 67.9%+18.5pp |
| Annual return | -16.15% | 3.53%-19.7pp | 35.94%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,457 | $2,173+59.1% | $2,837+21.9% | $2,596+33.2% |
| Participant deferral / active EE | $7,587 | $3,779+100.8% | $4,656+62.9% | $4,028+88.4% |
| Admin fee / account holder | $5,483 | $6,112-10.3% | $7,492-26.8% | $5,403+1.5% |