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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 | $181,648 | $77,817+133.4% | $123,553+47.0% | $64,173+183.1% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -5.65% | 12.49%-18.1pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,061 | $3,014-31.6% | $4,628-55.5% | $2,381-13.5% |
| Participant deferral / active EE | $7,612 | $5,240+45.3% | $6,426+18.5% | $3,470+119.4% |
| Admin fee / account holder | $16,613 | $5,519+201.0% | $9,284+78.9% | $4,887+239.9% |