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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 | $130,577 | $71,878+81.7% | $86,698+50.6% | $68,486+90.7% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -14.64% | 3.53%-18.2pp | 35.95%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $5,518 | $2,173+153.9% | $2,837+94.5% | $2,597+112.5% |
| Participant deferral / active EE | $6,788 | $3,779+79.6% | $4,656+45.8% | $4,028+68.5% |
| Admin fee / account holder | $6,516 | $6,113+6.6% | $7,493-13.0% | $5,404+20.6% |