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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 | $143,364 | $73,019+96.3% | $90,766+57.9% | $68,490+109.3% |
| Participation rate | 88.1% | 70.8%+17.2pp | 75.7%+12.4pp | 67.9%+20.2pp |
| Annual return | -17.54% | -13.81%-3.7pp | -12.16%-5.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,922 | $2,193+33.3% | $2,9220% | $2,597+12.5% |
| Participant deferral / active EE | $8,549 | $3,626+135.7% | $4,565+87.3% | $4,028+112.2% |
| Admin fee / account holder | $12,072 | $5,897+104.7% | $8,446+42.9% | $5,403+123.4% |