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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 | $116,798 | $64,729+80.4% | $112,263+4.0% | $68,490+70.5% |
| Participation rate | 90.2% | 67.2%+23.1pp | 75.1%+15.2pp | 67.9%+22.3pp |
| Annual return | -17.36% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $15,178 | $2,746+452.7% | $3,636+317.4% | $2,597+484.5% |
| Participant deferral / active EE | $6,527 | $3,566+83.1% | $4,729+38.0% | $4,028+62.0% |
| Admin fee / account holder | $7,552 | $5,222+44.6% | $6,410+17.8% | $5,403+39.8% |