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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 | $134,309 | $71,873+86.9% | $86,698+54.9% | $68,490+96.1% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -13.97% | 3.54%-17.5pp | 35.96%-49.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,595 | $2,173+19.4% | $2,837-8.5% | $2,597-0.1% |
| Participant deferral / active EE | $2,577 | $3,779-31.8% | $4,656-44.7% | $4,028-36.0% |
| Admin fee / account holder | $16,353 | $6,110+167.6% | $7,492+118.3% | $5,403+202.7% |