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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 | $134,340 | $71,873+86.9% | $86,698+55.0% | $68,490+96.1% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -14.09% | 3.54%-17.6pp | 35.96%-50.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,048 | $2,173-5.8% | $2,837-27.8% | $2,597-21.1% |
| Participant deferral / active EE | $4,173 | $3,779+10.4% | $4,656-10.4% | $4,028+3.6% |
| Admin fee / account holder | $6,843 | $6,110+12.0% | $7,492-8.7% | $5,403+26.6% |