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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 | $124,436 | $53,162+134.1% | $91,225+36.4% | $68,486+81.7% |
| Participation rate | 87.9% | 63.2%+24.7pp | 73.2%+14.7pp | 67.9%+20.0pp |
| Annual return | -17.66% | -3.14%-14.5pp | 114.12%-131.8pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,036 | $1,709+77.6% | $2,851+6.5% | $2,597+16.9% |
| Participant deferral / active EE | $5,853 | $2,974+96.8% | $4,233+38.3% | $4,028+45.3% |
| Admin fee / account holder | $9,697 | $4,493+115.8% | $5,422+78.8% | $5,404+79.4% |