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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 | $178,304 | $71,873+148.1% | $86,698+105.7% | $68,490+160.3% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -14.34% | 3.54%-17.9pp | 35.96%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,127 | $2,173-48.1% | $2,837-60.3% | $2,597-56.6% |
| Participant deferral / active EE | $5,115 | $3,779+35.3% | $4,656+9.8% | $4,028+27.0% |
| Admin fee / account holder | $6,391 | $6,110+4.6% | $7,492-14.7% | $5,403+18.3% |