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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 | $144,297 | $71,878+100.8% | $86,698+66.4% | $68,486+110.7% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -9.46% | 3.53%-13.0pp | 35.95%-45.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $2,797 | $2,173+28.7% | $2,837-1.4% | $2,597+7.7% |
| Participant deferral / active EE | $6,380 | $3,779+68.8% | $4,656+37.0% | $4,028+58.4% |
| Admin fee / account holder | $14,415 | $6,113+135.8% | $7,493+92.4% | $5,404+166.8% |