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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 | $181,829 | $76,912+136.4% | $129,110+40.8% | $68,495+165.5% |
| Participation rate | 78.8% | 69.1%+9.7pp | 77.3%+1.5pp | 67.9%+10.9pp |
| Annual return | -17.86% | -9.78%-8.1pp | -10.94%-6.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,392 | $3,243+66.3% | $5,052+6.7% | $2,596+107.7% |
| Participant deferral / active EE | $9,157 | $4,732+93.5% | $6,542+40.0% | $4,028+127.4% |
| Admin fee / account holder | $7,641 | $6,638+15.1% | $14,302-46.6% | $5,403+41.4% |