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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 | $151,807 | $64,729+134.5% | $112,263+35.2% | $68,490+121.6% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -16.76% | -11.40%-5.4pp | 27.49%-44.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $4,907 | $2,746+78.7% | $3,636+34.9% | $2,597+89.0% |
| Participant deferral / active EE | $11,529 | $3,566+223.3% | $4,729+143.8% | $4,028+186.2% |
| Admin fee / account holder | $2,532 | $5,222-51.5% | $6,410-60.5% | $5,403-53.1% |