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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 | $177,834 | $71,873+147.4% | $86,698+105.1% | $68,490+159.6% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -14.12% | 3.54%-17.7pp | 35.96%-50.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,346 | $2,173+53.9% | $2,837+17.9% | $2,597+28.8% |
| Participant deferral / active EE | $7,807 | $3,779+106.6% | $4,656+67.7% | $4,028+93.8% |
| Admin fee / account holder | $4,087 | $6,110-33.1% | $7,492-45.4% | $5,403-24.3% |