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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 | $121,662 | $71,878+69.3% | $86,698+40.3% | $68,486+77.6% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -18.55% | 3.53%-22.1pp | 35.95%-54.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $6,980 | $2,173+221.2% | $2,837+146.1% | $2,597+168.8% |
| Participant deferral / active EE | $2,483 | $3,779-34.3% | $4,656-46.7% | $4,028-38.4% |
| Admin fee / account holder | $1,777 | $6,113-70.9% | $7,493-76.3% | $5,404-67.1% |