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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 | $164,823 | $71,878+129.3% | $86,698+90.1% | $68,486+140.7% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -18.07% | 3.53%-21.6pp | 35.95%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,087 | $2,173-50.0% | $2,837-61.7% | $2,597-58.2% |
| Participant deferral / active EE | $6,272 | $3,779+66.0% | $4,656+34.7% | $4,028+55.7% |
| Admin fee / account holder | $6,503 | $6,113+6.4% | $7,493-13.2% | $5,404+20.3% |