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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 | $94,044 | $71,878+30.8% | $86,698+8.5% | $68,486+37.3% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -13.43% | 3.53%-17.0pp | 35.95%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $3,380 | $2,173+55.5% | $2,837+19.2% | $2,597+30.2% |
| Participant deferral / active EE | $8,320 | $3,779+120.2% | $4,656+78.7% | $4,028+106.6% |
| Admin fee / account holder | $25,339 | $6,113+314.5% | $7,493+238.2% | $5,404+368.9% |