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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 | $144,253 | $77,816+85.4% | $123,552+16.8% | $64,173+124.8% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.3pp |
| Annual return | -1.48% | 12.49%-14.0pp | 119.20%-120.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,602 | $3,014-13.7% | $4,628-43.8% | $2,381+9.3% |
| Participant deferral / active EE | $7,817 | $5,240+49.2% | $6,426+21.7% | $3,470+125.3% |
| Admin fee / account holder | $10,748 | $5,519+94.8% | $9,285+15.8% | $4,887+119.9% |