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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 | $166,684 | $73,009+128.3% | $90,760+83.7% | $68,486+143.4% |
| Participation rate | 73.0% | 70.8%+2.1pp | 75.7%-2.7pp | 67.9%+5.1pp |
| Annual return | -17.78% | -13.81%-4.0pp | -12.16%-5.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $4,837 | $2,193+120.6% | $2,922+65.6% | $2,597+86.3% |
| Participant deferral / active EE | $11,738 | $3,626+223.7% | $4,565+157.1% | $4,028+191.5% |
| Admin fee / account holder | $3,538 | $5,896-40.0% | $8,444-58.1% | $5,404-34.5% |