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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 | $114,453 | $71,878+59.2% | $86,698+32.0% | $68,486+67.1% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -16.01% | 3.53%-19.5pp | 35.95%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $5,022 | $2,173+131.1% | $2,837+77.0% | $2,597+93.4% |
| Participant deferral / active EE | $7,234 | $3,779+91.4% | $4,656+55.4% | $4,028+79.6% |
| Admin fee / account holder | $21,299 | $6,113+248.4% | $7,493+184.3% | $5,404+294.2% |