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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 | $144,496 | $73,019+97.9% | $90,766+59.2% | $68,490+111.0% |
| Participation rate | 94.7% | 70.8%+23.9pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | -13.98% | -13.81%-0.2pp | -12.16%-1.8pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,296 | $2,193+4.7% | $2,922-21.4% | $2,597-11.6% |
| Participant deferral / active EE | $6,588 | $3,626+81.7% | $4,565+44.3% | $4,028+63.6% |
| Admin fee / account holder | $7,349 | $5,897+24.6% | $8,446-13.0% | $5,403+36.0% |