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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 | $162,296 | $71,878+125.8% | $86,698+87.2% | $68,486+137.0% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -16.08% | 3.53%-19.6pp | 35.95%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $5,674 | $2,173+161.1% | $2,837+100.0% | $2,597+118.5% |
| Participant deferral / active EE | $3,867 | $3,779+2.3% | $4,656-16.9% | $4,028-4.0% |
| Admin fee / account holder | $9,835 | $6,113+60.9% | $7,493+31.3% | $5,404+82.0% |