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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 | $143,863 | $64,719+122.3% | $112,249+28.2% | $68,486+110.1% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | -4.49% | -11.40%+6.9pp | 27.48%-32.0pp | -7.85%+3.4pp |
| Employer contribution / active EE | $1,037 | $2,747-62.2% | $3,636-71.5% | $2,597-60.1% |
| Participant deferral / active EE | $5,191 | $3,565+45.6% | $4,729+9.8% | $4,028+28.9% |
| Admin fee / account holder | $13,554 | $5,232+159.0% | $6,412+111.4% | $5,404+150.8% |