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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 | $123,027 | $53,162+131.4% | $91,225+34.9% | $68,486+79.6% |
| Participation rate | 77.1% | 63.2%+13.9pp | 73.2%+3.9pp | 67.9%+9.2pp |
| Annual return | -16.90% | -3.14%-13.8pp | 114.12%-131.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $596 | $1,709-65.2% | $2,851-79.1% | $2,597-77.1% |
| Participant deferral / active EE | $5,477 | $2,974+84.2% | $4,233+29.4% | $4,028+36.0% |
| Admin fee / account holder | $5,747 | $4,493+27.9% | $5,422+6.0% | $5,404+6.4% |