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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 | $182,396 | $81,870+122.8% | $119,634+52.5% | $68,490+166.3% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -12.80% | -23.82%+11.0pp | -14.98%+2.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $9,016 | $2,692+235.0% | $4,232+113.0% | $2,597+247.2% |
| Participant deferral / active EE | $6,528 | $4,148+57.4% | $5,601+16.5% | $4,028+62.1% |
| Admin fee / account holder | $2,194 | $6,583-66.7% | $10,329-78.8% | $5,403-59.4% |