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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 | $148,718 | $73,848+101.4% | $143,799+3.4% | $68,486+117.2% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -9.83% | 0.91%-10.7pp | -0.04%-9.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $4,420 | $3,184+38.8% | $4,952-10.8% | $2,597+70.2% |
| Participant deferral / active EE | $4,761 | $3,385+40.7% | $5,638-15.6% | $4,028+18.2% |
| Admin fee / account holder | $4,724 | $5,755-17.9% | $14,677-67.8% | $5,404-12.6% |