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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 | $108,342 | $71,873+50.7% | $86,698+25.0% | $68,490+58.2% |
| Participation rate | 93.2% | 72.2%+20.9pp | 76.6%+16.6pp | 67.9%+25.3pp |
| Annual return | -17.54% | 3.54%-21.1pp | 35.96%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,990 | $2,173+37.6% | $2,837+5.4% | $2,597+15.2% |
| Participant deferral / active EE | $5,186 | $3,779+37.2% | $4,656+11.4% | $4,028+28.8% |
| Admin fee / account holder | $1,222 | $6,110-80.0% | $7,492-83.7% | $5,403-77.4% |