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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 | $118,159 | $71,878+64.4% | $86,698+36.3% | $68,486+72.5% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -18.73% | 3.53%-22.3pp | 35.95%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $8,346 | $2,173+284.0% | $2,837+194.2% | $2,597+221.4% |
| Participant deferral / active EE | $5,922 | $3,779+56.7% | $4,656+27.2% | $4,028+47.0% |
| Admin fee / account holder | $4,966 | $6,113-18.8% | $7,493-33.7% | $5,404-8.1% |