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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 | $154,420 | $64,729+138.6% | $112,263+37.6% | $68,490+125.5% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -16.01% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $8,885 | $2,746+223.6% | $3,636+144.4% | $2,597+242.2% |
| Participant deferral / active EE | $3,261 | $3,566-8.5% | $4,729-31.1% | $4,028-19.0% |
| Admin fee / account holder | $26,728 | $5,222+411.9% | $6,410+316.9% | $5,403+394.7% |