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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 | $179,883 | $71,873+150.3% | $86,698+107.5% | $68,490+162.6% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -14.87% | 3.54%-18.4pp | 35.96%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,231 | $2,173+48.7% | $2,837+13.9% | $2,597+24.4% |
| Participant deferral / active EE | $6,768 | $3,779+79.1% | $4,656+45.3% | $4,028+68.0% |
| Admin fee / account holder | $5,506 | $6,110-9.9% | $7,492-26.5% | $5,403+1.9% |