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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 | $147,294 | $71,873+104.9% | $86,698+69.9% | $68,490+115.1% |
| Participation rate | 83.6% | 72.2%+11.3pp | 76.6%+7.0pp | 67.9%+15.7pp |
| Annual return | -14.84% | 3.54%-18.4pp | 35.96%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,487 | $2,173+60.4% | $2,837+22.9% | $2,597+34.3% |
| Participant deferral / active EE | $6,069 | $3,779+60.6% | $4,656+30.3% | $4,028+50.7% |
| Admin fee / account holder | $30,294 | $6,110+395.8% | $7,492+304.4% | $5,403+460.7% |