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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 | $153,885 | $73,009+110.8% | $90,760+69.6% | $68,486+124.7% |
| Participation rate | 97.1% | 70.8%+26.2pp | 75.7%+21.4pp | 67.9%+29.2pp |
| Annual return | -16.32% | -13.81%-2.5pp | -12.16%-4.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,828 | $2,193+120.2% | $2,922+65.3% | $2,597+85.9% |
| Participant deferral / active EE | $8,186 | $3,626+125.7% | $4,565+79.3% | $4,028+103.2% |
| Admin fee / account holder | $2,905 | $5,896-50.7% | $8,444-65.6% | $5,404-46.2% |