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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 | $122,631 | $71,878+70.6% | $86,698+41.4% | $68,486+79.1% |
| Participation rate | 92.5% | 72.2%+20.3pp | 76.6%+15.9pp | 67.9%+24.6pp |
| Annual return | -16.97% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,954 | $3,779+57.6% | $4,656+27.9% | $4,028+47.8% |
| Admin fee / account holder | $313 | $6,113-94.9% | $7,493-95.8% | $5,404-94.2% |