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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 | $132,717 | $73,009+81.8% | $90,760+46.2% | $68,486+93.8% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -18.17% | -13.81%-4.4pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,888 | $2,193+122.9% | $2,922+67.3% | $2,597+88.2% |
| Participant deferral / active EE | $4,832 | $3,626+33.2% | $4,565+5.8% | $4,028+20.0% |
| Admin fee / account holder | $321 | $5,896-94.6% | $8,444-96.2% | $5,404-94.1% |