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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 | $124,199 | $71,878+72.8% | $86,698+43.3% | $68,486+81.4% |
| Participation rate | 86.1% | 72.2%+13.9pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -16.07% | 3.53%-19.6pp | 35.95%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,181 | $2,173+230.4% | $2,837+153.1% | $2,597+176.5% |
| Participant deferral / active EE | $6,138 | $3,779+62.4% | $4,656+31.8% | $4,028+52.4% |
| Admin fee / account holder | $8,521 | $6,113+39.4% | $7,493+13.7% | $5,404+57.7% |