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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 | $243,033 | $110,083+120.8% | $151,639+60.3% | $68,486+254.9% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -18.21% | -10.12%-8.1pp | 3.34%-21.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,516 | $4,470+1.0% | $6,165-26.7% | $2,597+73.9% |
| Participant deferral / active EE | $10,658 | $6,526+63.3% | $8,363+27.4% | $4,028+164.6% |
| Admin fee / account holder | $4,672 | $7,718-39.5% | $11,613-59.8% | $5,404-13.5% |