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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 | $183,288 | $64,729+183.2% | $112,263+63.3% | $68,490+167.6% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -4.81% | -11.40%+6.6pp | 27.49%-32.3pp | -7.85%+3.0pp |
| Employer contribution / active EE | $7,460 | $2,746+171.7% | $3,636+105.2% | $2,597+187.3% |
| Participant deferral / active EE | $12,448 | $3,566+249.1% | $4,729+163.2% | $4,028+209.0% |
| Admin fee / account holder | $3,527 | $5,222-32.5% | $6,410-45.0% | $5,403-34.7% |