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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 | $184,688 | $73,019+152.9% | $90,766+103.5% | $68,490+169.7% |
| Participation rate | 90.6% | 70.8%+19.7pp | 75.7%+14.9pp | 67.9%+22.7pp |
| Annual return | -17.18% | -13.81%-3.4pp | -12.16%-5.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $782 | $2,193-64.3% | $2,922-73.2% | $2,597-69.9% |
| Participant deferral / active EE | $6,632 | $3,626+82.9% | $4,565+45.3% | $4,028+64.7% |
| Admin fee / account holder | $6,126 | $5,897+3.9% | $8,446-27.5% | $5,403+13.4% |