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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 | $139,480 | $71,872+94.1% | $86,691+60.9% | $68,495+103.6% |
| Participation rate | 95.1% | 72.2%+22.8pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -11.18% | 3.53%-14.7pp | 35.94%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,969 | $2,173+36.6% | $2,837+4.7% | $2,596+14.4% |
| Participant deferral / active EE | $5,407 | $3,779+43.1% | $4,656+16.1% | $4,028+34.2% |
| Admin fee / account holder | $11,764 | $6,112+92.5% | $7,492+57.0% | $5,403+117.7% |