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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 | $96,656 | $73,867+30.9% | $143,770-32.8% | $68,498+41.1% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -13.86% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $8,347 | $3,184+162.1% | $4,951+68.6% | $2,596+221.5% |
| Participant deferral / active EE | $10,152 | $3,384+200.0% | $5,638+80.1% | $4,027+152.1% |
| Admin fee / account holder | $11,973 | $5,755+108.1% | $14,673-18.4% | $5,403+121.6% |