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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 | $84,824 | $71,872+18.0% | $86,691-2.2% | $68,495+23.8% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | -14.81% | 3.53%-18.3pp | 35.94%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,274 | $2,173+142.7% | $2,837+85.9% | $2,596+103.1% |
| Participant deferral / active EE | $6,512 | $3,779+72.3% | $4,656+39.9% | $4,028+61.7% |
| Admin fee / account holder | $9,081 | $6,112+48.6% | $7,492+21.2% | $5,403+68.1% |