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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 | $168,742 | $92,219+83.0% | $76,766+119.8% | $135,382+24.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -7.14% | 5.46%-12.6pp | 2.43%-9.6pp | 519.77%-526.9pp |
| Employer contribution / active EE | $7,186 | $3,216+123.5% | $2,485+189.2% | $4,779+50.4% |
| Participant deferral / active EE | $8,283 | $4,508+83.7% | $3,851+115.1% | $5,609+47.7% |
| Admin fee / account holder | $17,777 | $10,749+65.4% | $6,675+166.3% | $10,829+64.2% |