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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 | $126,303 | $71,878+75.7% | $86,698+45.7% | $68,486+84.4% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -13.83% | 3.53%-17.4pp | 35.95%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $5,032 | $2,173+131.5% | $2,837+77.4% | $2,597+93.8% |
| Participant deferral / active EE | $7,534 | $3,779+99.4% | $4,656+61.8% | $4,028+87.1% |
| Admin fee / account holder | $2,244 | $6,113-63.3% | $7,493-70.0% | $5,404-58.5% |