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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 | $224,227 | $81,870+173.9% | $119,634+87.4% | $68,490+227.4% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -14.66% | -23.82%+9.2pp | -14.98%+0.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,625 | $2,692+71.8% | $4,232+9.3% | $2,597+78.1% |
| Participant deferral / active EE | $6,948 | $4,148+67.5% | $5,601+24.1% | $4,028+72.5% |
| Admin fee / account holder | $8,627 | $6,583+31.0% | $10,329-16.5% | $5,403+59.7% |