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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 | $112,883 | $71,878+57.0% | $86,698+30.2% | $68,486+64.8% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -14.98% | 3.53%-18.5pp | 35.95%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,197 | $2,173+47.1% | $2,837+12.7% | $2,597+23.1% |
| Participant deferral / active EE | $8,462 | $3,779+123.9% | $4,656+81.7% | $4,028+110.1% |
| Admin fee / account holder | $5,765 | $6,113-5.7% | $7,493-23.1% | $5,404+6.7% |