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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 | $109,600 | $71,872+52.5% | $86,691+26.4% | $68,495+60.0% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -17.67% | 3.53%-21.2pp | 35.94%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,121 | $2,173-2.4% | $2,837-25.3% | $2,596-18.3% |
| Participant deferral / active EE | $5,235 | $3,779+38.5% | $4,656+12.4% | $4,028+30.0% |
| Admin fee / account holder | $5,586 | $6,112-8.6% | $7,492-25.4% | $5,403+3.4% |