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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 | $155,794 | $71,873+116.8% | $86,698+79.7% | $68,490+127.5% |
| Participation rate | 76.8% | 72.2%+4.6pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -14.66% | 3.54%-18.2pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,226 | $2,173-43.6% | $2,837-56.8% | $2,597-52.8% |
| Participant deferral / active EE | $6,646 | $3,779+75.9% | $4,656+42.7% | $4,028+65.0% |
| Admin fee / account holder | $8,484 | $6,110+38.8% | $7,492+13.2% | $5,403+57.0% |