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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 | $178,213 | $71,873+148.0% | $86,698+105.6% | $68,490+160.2% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -4.72% | 3.54%-8.3pp | 35.96%-40.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $5,263 | $2,173+142.2% | $2,837+85.5% | $2,597+102.7% |
| Participant deferral / active EE | $4,711 | $3,779+24.7% | $4,656+1.2% | $4,028+17.0% |
| Admin fee / account holder | $6,105 | $6,110-0.1% | $7,492-18.5% | $5,403+13.0% |