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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 | $141,664 | $71,873+97.1% | $86,698+63.4% | $68,490+106.8% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -15.27% | 3.54%-18.8pp | 35.96%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,398 | $2,173+10.3% | $2,837-15.5% | $2,597-7.7% |
| Participant deferral / active EE | $5,723 | $3,779+51.4% | $4,656+22.9% | $4,028+42.1% |
| Admin fee / account holder | $446 | $6,110-92.7% | $7,492-94.0% | $5,403-91.7% |