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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 | $189,979 | $64,729+193.5% | $112,263+69.2% | $68,490+177.4% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -16.04% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,891 | $2,746+187.4% | $3,636+117.0% | $2,597+203.9% |
| Participant deferral / active EE | $8,801 | $3,566+146.8% | $4,729+86.1% | $4,028+118.5% |
| Admin fee / account holder | $10,673 | $5,222+104.4% | $6,410+66.5% | $5,403+97.5% |