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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 | $103,253 | $73,009+41.4% | $90,760+13.8% | $68,486+50.8% |
| Participation rate | 76.5% | 70.8%+5.6pp | 75.7%+0.8pp | 67.9%+8.6pp |
| Annual return | -15.81% | -13.81%-2.0pp | -12.16%-3.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $646 | $2,193-70.5% | $2,922-77.9% | $2,597-75.1% |
| Participant deferral / active EE | $5,272 | $3,626+45.4% | $4,565+15.5% | $4,028+30.9% |
| Admin fee / account holder | $14,007 | $5,896+137.6% | $8,444+65.9% | $5,404+159.2% |