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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 | $141,210 | $71,873+96.5% | $86,698+62.9% | $68,490+106.2% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -14.24% | 3.54%-17.8pp | 35.96%-50.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,138 | $2,173-1.6% | $2,837-24.6% | $2,597-17.7% |
| Participant deferral / active EE | $4,458 | $3,779+18.0% | $4,656-4.3% | $4,028+10.7% |
| Admin fee / account holder | $12,030 | $6,110+96.9% | $7,492+60.6% | $5,403+122.7% |