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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 | $139,924 | $97,881+43.0% | $80,004+74.9% | $125,389+11.6% |
| Participation rate | 88.2% | 77.9%+10.4pp | 73.0%+15.2pp | 83.2%+5.0pp |
| Annual return | -2.13% | 9.36%-11.5pp | 7.63%-9.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $6,770 | $3,128+116.5% | $2,473+173.8% | $4,866+39.1% |
| Participant deferral / active EE | $7,914 | $3,744+111.4% | $3,204+147.0% | $5,352+47.9% |
| Admin fee / account holder | $19,645 | $6,278+212.9% | $5,033+290.3% | $9,541+105.9% |