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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 | $158,460 | $77,817+103.6% | $123,553+28.3% | $64,173+146.9% |
| Participation rate | 78.2% | 74.7%+3.5pp | 82.3%-4.1pp | 69.6%+8.6pp |
| Annual return | -3.47% | 12.49%-16.0pp | 119.21%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $897 | $3,014-70.2% | $4,628-80.6% | $2,381-62.3% |
| Participant deferral / active EE | $7,452 | $5,240+42.2% | $6,426+16.0% | $3,470+114.8% |
| Admin fee / account holder | $14,710 | $5,519+166.5% | $9,284+58.4% | $4,887+201.0% |