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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 | $104,438 | $64,719+61.4% | $112,249-7.0% | $68,486+52.5% |
| Participation rate | 89.7% | 67.2%+22.6pp | 75.1%+14.7pp | 67.9%+21.9pp |
| Annual return | -14.15% | -11.40%-2.8pp | 27.48%-41.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,087 | $2,747+48.8% | $3,636+12.4% | $2,597+57.4% |
| Participant deferral / active EE | $7,383 | $3,565+107.1% | $4,729+56.1% | $4,028+83.3% |
| Admin fee / account holder | $32,917 | $5,232+529.1% | $6,412+413.3% | $5,404+509.1% |