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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 | $115,561 | $71,872+60.8% | $86,691+33.3% | $68,495+68.7% |
| Participation rate | 96.2% | 72.2%+24.0pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -16.72% | 3.53%-20.3pp | 35.94%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,962 | $2,173+36.3% | $2,837+4.4% | $2,596+14.1% |
| Participant deferral / active EE | $8,861 | $3,779+134.5% | $4,656+90.3% | $4,028+120.0% |
| Admin fee / account holder | $9,901 | $6,112+62.0% | $7,492+32.2% | $5,403+83.2% |