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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 | $158,529 | $71,878+120.6% | $86,698+82.9% | $68,486+131.5% |
| Participation rate | 75.5% | 72.2%+3.3pp | 76.6%-1.1pp | 67.9%+7.6pp |
| Annual return | -14.43% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,347 | $2,173+54.0% | $2,837+18.0% | $2,597+28.9% |
| Participant deferral / active EE | $6,425 | $3,779+70.0% | $4,656+38.0% | $4,028+59.5% |
| Admin fee / account holder | $6,763 | $6,113+10.6% | $7,493-9.7% | $5,404+25.1% |