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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 | $148,147 | $73,009+102.9% | $90,760+63.2% | $68,486+116.3% |
| Participation rate | 92.9% | 70.8%+22.0pp | 75.7%+17.2pp | 67.9%+25.0pp |
| Annual return | -1.59% | -13.81%+12.2pp | -12.16%+10.6pp | -7.85%+6.3pp |
| Employer contribution / active EE | $4,976 | $2,193+127.0% | $2,922+70.3% | $2,597+91.6% |
| Participant deferral / active EE | $11,054 | $3,626+204.8% | $4,565+142.1% | $4,028+174.5% |
| Admin fee / account holder | $577 | $5,896-90.2% | $8,444-93.2% | $5,404-89.3% |