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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 | $138,911 | $59,819+132.2% | $79,583+74.5% | $68,490+102.8% |
| Participation rate | 94.0% | 61.1%+33.0pp | 69.5%+24.5pp | 67.9%+26.1pp |
| Annual return | -14.03% | -12.30%-1.7pp | 0.16%-14.2pp | -7.85%-6.2pp |
| Employer contribution / active EE | $15,528 | $1,505+931.5% | $2,414+543.3% | $2,597+498.0% |
| Participant deferral / active EE | $13,068 | $3,025+332.0% | $3,986+227.9% | $4,028+224.4% |
| Admin fee / account holder | $5,144 | $4,835+6.4% | $6,835-24.7% | $5,403-4.8% |