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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 | $209,030 | $71,872+190.8% | $86,691+141.1% | $68,495+205.2% |
| Participation rate | 84.7% | 72.2%+12.5pp | 76.6%+8.2pp | 67.9%+16.9pp |
| Annual return | -17.48% | 3.53%-21.0pp | 35.94%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,936 | $2,173+35.1% | $2,837+3.5% | $2,596+13.1% |
| Participant deferral / active EE | $5,569 | $3,779+47.4% | $4,656+19.6% | $4,028+38.3% |
| Admin fee / account holder | $20,690 | $6,112+238.5% | $7,492+176.2% | $5,403+282.9% |