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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 | $145,211 | $71,878+102.0% | $86,698+67.5% | $68,486+112.0% |
| Participation rate | 94.9% | 72.2%+22.7pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -17.24% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $6,954 | $2,173+220.0% | $2,837+145.2% | $2,597+167.8% |
| Participant deferral / active EE | $7,016 | $3,779+85.7% | $4,656+50.7% | $4,028+74.2% |
| Admin fee / account holder | $11,251 | $6,113+84.1% | $7,493+50.2% | $5,404+108.2% |