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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 | $135,295 | $48,267+180.3% | $68,794+96.7% | $68,495+97.5% |
| Participation rate | 73.6% | 60.7%+12.9pp | 69.0%+4.6pp | 67.9%+5.7pp |
| Annual return | -14.62% | -12.70%-1.9pp | -6.37%-8.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,904 | $1,829+58.7% | $2,656+9.3% | $2,596+11.8% |
| Participant deferral / active EE | $6,513 | $2,867+127.2% | $3,941+65.2% | $4,028+61.7% |
| Admin fee / account holder | $8,001 | $4,362+83.4% | $4,934+62.1% | $5,403+48.1% |