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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 | $152,460 | $64,719+135.6% | $112,249+35.8% | $68,486+122.6% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -15.94% | -11.40%-4.5pp | 27.48%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,667 | $2,747+69.9% | $3,636+28.4% | $2,597+79.7% |
| Participant deferral / active EE | $8,275 | $3,565+132.1% | $4,729+75.0% | $4,028+105.5% |
| Admin fee / account holder | $2,113 | $5,232-59.6% | $6,412-67.0% | $5,404-60.9% |