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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 | $130,757 | $64,719+102.0% | $112,249+16.5% | $68,486+90.9% |
| Participation rate | 95.5% | 67.2%+28.3pp | 75.1%+20.4pp | 67.9%+27.6pp |
| Annual return | -16.51% | -11.40%-5.1pp | 27.48%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $5,036 | $2,747+83.3% | $3,636+38.5% | $2,597+93.9% |
| Participant deferral / active EE | $4,992 | $3,565+40.0% | $4,729+5.6% | $4,028+23.9% |
| Admin fee / account holder | $2,106 | $5,232-59.7% | $6,412-67.2% | $5,404-61.0% |