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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 | $110,920 | $71,873+54.3% | $86,698+27.9% | $68,490+61.9% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -15.19% | 3.54%-18.7pp | 35.96%-51.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $6,884 | $2,173+216.7% | $2,837+142.7% | $2,597+165.1% |
| Participant deferral / active EE | $4,749 | $3,779+25.7% | $4,656+2.0% | $4,028+17.9% |
| Admin fee / account holder | $11,251 | $6,110+84.1% | $7,492+50.2% | $5,403+108.2% |