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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 | $141,778 | $110,083+28.8% | $151,645-6.5% | $68,490+107.0% |
| Participation rate | 95.7% | 84.0%+11.7pp | 87.5%+8.2pp | 67.9%+27.8pp |
| Annual return | -16.53% | -10.12%-6.4pp | 3.34%-19.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,568 | $4,470-20.2% | $6,165-42.1% | $2,597+37.4% |
| Participant deferral / active EE | $13,713 | $6,526+110.1% | $8,363+64.0% | $4,028+240.5% |
| Admin fee / account holder | $1,944 | $7,718-74.8% | $11,614-83.3% | $5,403-64.0% |