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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 | $193,147 | $71,873+168.7% | $86,698+122.8% | $68,490+182.0% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.5pp |
| Annual return | -16.42% | 3.54%-20.0pp | 35.96%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,545 | $2,173+63.1% | $2,837+25.0% | $2,597+36.5% |
| Participant deferral / active EE | $5,417 | $3,779+43.3% | $4,656+16.3% | $4,028+34.5% |
| Admin fee / account holder | $4,338 | $6,110-29.0% | $7,492-42.1% | $5,403-19.7% |