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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 | $75,019 | $71,873+4.4% | $86,698-13.5% | $68,490+9.5% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -17.00% | 3.54%-20.5pp | 35.96%-53.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $4,710 | $2,173+116.7% | $2,837+66.0% | $2,597+81.4% |
| Participant deferral / active EE | $4,804 | $3,779+27.1% | $4,656+3.2% | $4,028+19.3% |
| Admin fee / account holder | $14,441 | $6,110+136.3% | $7,492+92.8% | $5,403+167.3% |