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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 | $161,365 | $71,873+124.5% | $86,698+86.1% | $68,490+135.6% |
| Participation rate | 78.8% | 72.2%+6.5pp | 76.6%+2.2pp | 67.9%+10.9pp |
| Annual return | -15.67% | 3.54%-19.2pp | 35.96%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,736 | $2,173-20.1% | $2,837-38.8% | $2,597-33.1% |
| Participant deferral / active EE | $4,919 | $3,779+30.2% | $4,656+5.6% | $4,028+22.1% |
| Admin fee / account holder | $4,594 | $6,110-24.8% | $7,492-38.7% | $5,403-15.0% |