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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 | $148,889 | $71,878+107.1% | $86,698+71.7% | $68,486+117.4% |
| Participation rate | 93.4% | 72.2%+21.2pp | 76.6%+16.9pp | 67.9%+25.5pp |
| Annual return | -14.38% | 3.53%-17.9pp | 35.95%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,150 | $2,173+44.9% | $2,837+11.0% | $2,597+21.3% |
| Participant deferral / active EE | $6,016 | $3,779+59.2% | $4,656+29.2% | $4,028+49.4% |
| Admin fee / account holder | $18,445 | $6,113+201.7% | $7,493+146.2% | $5,404+241.3% |