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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 | $148,544 | $49,280+201.4% | $67,313+120.7% | $64,173+131.5% |
| Participation rate | 82.9% | 60.8%+22.1pp | 69.1%+13.8pp | 69.6%+13.3pp |
| Annual return | -2.25% | -1.39%-0.9pp | -4.08%+1.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $423 | $1,668-74.7% | $2,566-83.5% | $2,381-82.2% |
| Participant deferral / active EE | $2,884 | $2,484+16.1% | $3,568-19.2% | $3,470-16.9% |
| Admin fee / account holder | $6,635 | $3,863+71.8% | $4,507+47.2% | $4,887+35.8% |