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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 | $168,763 | $71,878+134.8% | $86,698+94.7% | $68,486+146.4% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -12.97% | 3.53%-16.5pp | 35.95%-48.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $3,214 | $2,173+47.9% | $2,837+13.3% | $2,597+23.8% |
| Participant deferral / active EE | $4,706 | $3,779+24.5% | $4,656+1.1% | $4,028+16.8% |
| Admin fee / account holder | $1,076 | $6,113-82.4% | $7,493-85.6% | $5,404-80.1% |