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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 | $151,647 | $81,870+85.2% | $119,634+26.8% | $68,490+121.4% |
| Participation rate | 98.1% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -17.96% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,859 | $2,692+80.5% | $4,232+14.8% | $2,597+87.1% |
| Participant deferral / active EE | $4,464 | $4,148+7.6% | $5,601-20.3% | $4,028+10.8% |
| Admin fee / account holder | $7,772 | $6,583+18.1% | $10,329-24.8% | $5,403+43.8% |