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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 | $146,232 | $106,115+37.8% | $85,969+70.1% | $125,389+16.6% |
| Participation rate | 95.2% | 84.1%+11.2pp | 76.5%+18.7pp | 83.2%+12.0pp |
| Annual return | -1.45% | 13.93%-15.4pp | 9.32%-10.8pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,429 | $4,537-68.5% | $3,474-58.9% | $4,866-70.6% |
| Participant deferral / active EE | $3,105 | $4,859-36.1% | $3,829-18.9% | $5,352-42.0% |
| Admin fee / account holder | $5,944 | $8,144-27.0% | $6,053-1.8% | $9,541-37.7% |