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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 | $171,348 | $54,162+216.4% | $68,612+149.7% | $64,173+167.0% |
| Participation rate | 90.6% | 68.1%+22.5pp | 72.2%+18.3pp | 69.6%+21.0pp |
| Annual return | -6.76% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,403 | $1,846+84.3% | $2,625+29.6% | $2,381+42.9% |
| Participant deferral / active EE | $4,064 | $2,626+54.7% | $3,311+22.7% | $3,470+17.1% |
| Admin fee / account holder | $1,420 | $4,029-64.8% | $5,131-72.3% | $4,887-71.0% |