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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 | $181,760 | $110,083+65.1% | $151,645+19.9% | $68,490+165.4% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -18.22% | -10.12%-8.1pp | 3.34%-21.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $6,018 | $4,470+34.6% | $6,165-2.4% | $2,597+131.7% |
| Participant deferral / active EE | $9,737 | $6,526+49.2% | $8,363+16.4% | $4,028+141.7% |
| Admin fee / account holder | $13,978 | $7,718+81.1% | $11,614+20.4% | $5,403+158.7% |