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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 | $152,771 | $113,941+34.1% | $94,229+62.1% | $125,389+21.8% |
| Participation rate | 88.2% | 82.9%+5.3pp | 78.8%+9.5pp | 83.2%+5.0pp |
| Annual return | -2.92% | 5.29%-8.2pp | 10.68%-13.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $4,757 | $4,727+0.6% | $3,587+32.6% | $4,866-2.2% |
| Participant deferral / active EE | $8,445 | $5,179+63.1% | $4,320+95.5% | $5,352+57.8% |
| Admin fee / account holder | $1,060 | $8,392-87.4% | $6,269-83.1% | $9,541-88.9% |