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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 | $122,517 | $73,009+67.8% | $90,760+35.0% | $68,486+78.9% |
| Participation rate | 97.2% | 70.8%+26.4pp | 75.7%+21.5pp | 67.9%+29.3pp |
| Annual return | -16.75% | -13.81%-2.9pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,046 | $2,193+38.9% | $2,922+4.3% | $2,597+17.3% |
| Participant deferral / active EE | $6,809 | $3,626+87.8% | $4,565+49.2% | $4,028+69.1% |
| Admin fee / account holder | $3,358 | $5,896-43.0% | $8,444-60.2% | $5,404-37.9% |