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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 | $149,911 | $42,909+249.4% | $60,906+146.1% | $68,486+118.9% |
| Participation rate | 89.7% | 66.8%+22.9pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -7.69% | -13.99%+6.3pp | 16.94%-24.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $2,220 | $1,979+12.2% | $2,703-17.9% | $2,597-14.5% |
| Participant deferral / active EE | $4,077 | $2,866+42.2% | $3,814+6.9% | $4,028+1.2% |
| Admin fee / account holder | $6,622 | $3,104+113.3% | $3,227+105.2% | $5,404+22.5% |