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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 | $162,871 | $42,910+279.6% | $60,919+167.4% | $68,490+137.8% |
| Participation rate | 95.2% | 66.8%+28.5pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -9.92% | -13.99%+4.1pp | 16.96%-26.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $3,782 | $1,978+91.2% | $2,704+39.9% | $2,597+45.6% |
| Participant deferral / active EE | $5,187 | $2,866+81.0% | $3,814+36.0% | $4,028+28.8% |
| Admin fee / account holder | $2,745 | $3,104-11.6% | $3,228-15.0% | $5,403-49.2% |