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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 | $128,095 | $71,878+78.2% | $86,698+47.7% | $68,486+87.0% |
| Participation rate | 87.2% | 72.2%+14.9pp | 76.6%+10.6pp | 67.9%+19.3pp |
| Annual return | -14.43% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,295 | $2,173+5.6% | $2,837-19.1% | $2,597-11.6% |
| Participant deferral / active EE | $6,132 | $3,779+62.3% | $4,656+31.7% | $4,028+52.2% |
| Admin fee / account holder | $37,615 | $6,113+515.4% | $7,493+402.0% | $5,404+596.1% |