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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 | $94,046 | $77,817+20.9% | $123,553-23.9% | $64,173+46.6% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -6.78% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,200 | $3,014+6.2% | $4,628-30.9% | $2,381+34.4% |
| Participant deferral / active EE | $10,783 | $5,240+105.8% | $6,426+67.8% | $3,470+210.8% |
| Admin fee / account holder | $13,945 | $5,519+152.7% | $9,284+50.2% | $4,887+185.3% |