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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 | $158,796 | $81,870+94.0% | $119,634+32.7% | $68,490+131.9% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.5pp |
| Annual return | -16.31% | -23.82%+7.5pp | -14.98%-1.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,087 | $2,692+89.0% | $4,232+20.2% | $2,597+95.9% |
| Participant deferral / active EE | $6,127 | $4,148+47.7% | $5,601+9.4% | $4,028+52.1% |
| Admin fee / account holder | $4,776 | $6,583-27.4% | $10,329-53.8% | $5,403-11.6% |