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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 | $111,556 | $64,729+72.3% | $112,263-0.6% | $68,490+62.9% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -17.70% | -11.40%-6.3pp | 27.49%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $13,400 | $2,746+388.0% | $3,636+268.5% | $2,597+416.0% |
| Participant deferral / active EE | $2,613 | $3,566-26.7% | $4,729-44.8% | $4,028-35.1% |
| Admin fee / account holder | $27,757 | $5,222+431.6% | $6,410+333.0% | $5,403+413.7% |