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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 | $115,235 | $71,873+60.3% | $86,698+32.9% | $68,490+68.2% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -17.00% | 3.54%-20.5pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,259 | $2,173+50.0% | $2,837+14.9% | $2,597+25.5% |
| Participant deferral / active EE | $9,592 | $3,779+153.8% | $4,656+106.0% | $4,028+138.1% |
| Admin fee / account holder | $14,262 | $6,110+133.4% | $7,492+90.4% | $5,403+164.0% |