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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 | $124,454 | $73,019+70.4% | $90,766+37.1% | $68,490+81.7% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.6pp | 67.9%+17.3pp |
| Annual return | -16.71% | -13.81%-2.9pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,944 | $2,193+79.9% | $2,922+35.0% | $2,597+51.9% |
| Participant deferral / active EE | $6,755 | $3,626+86.3% | $4,565+48.0% | $4,028+67.7% |
| Admin fee / account holder | $9,262 | $5,897+57.1% | $8,446+9.7% | $5,403+71.4% |