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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 | $103,185 | $64,719+59.4% | $112,249-8.1% | $68,486+50.7% |
| Participation rate | 97.9% | 67.2%+30.7pp | 75.1%+22.8pp | 67.9%+30.0pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.48%-42.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $6,152 | $2,747+124.0% | $3,636+69.2% | $2,597+136.9% |
| Participant deferral / active EE | $5,439 | $3,565+52.6% | $4,729+15.0% | $4,028+35.0% |
| Admin fee / account holder | $15,646 | $5,232+199.0% | $6,412+144.0% | $5,404+189.5% |