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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 | $170,921 | $64,719+164.1% | $112,249+52.3% | $68,486+149.6% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -14.97% | -11.40%-3.6pp | 27.48%-42.5pp | -7.85%-7.1pp |
| Employer contribution / active EE | $6,572 | $2,747+139.3% | $3,636+80.7% | $2,597+153.1% |
| Participant deferral / active EE | $7,891 | $3,565+121.3% | $4,729+66.9% | $4,028+95.9% |
| Admin fee / account holder | $1,111 | $5,232-78.8% | $6,412-82.7% | $5,404-79.4% |