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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 | $182,131 | $77,817+134.1% | $123,553+47.4% | $64,173+183.8% |
| Participation rate | 78.7% | 74.7%+4.0pp | 82.3%-3.6pp | 69.6%+9.2pp |
| Annual return | -4.14% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $638 | $3,014-78.8% | $4,628-86.2% | $2,381-73.2% |
| Participant deferral / active EE | $6,454 | $5,240+23.2% | $6,426+0.4% | $3,470+86.0% |
| Admin fee / account holder | $7,719 | $5,519+39.9% | $9,284-16.9% | $4,887+57.9% |