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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 | $159,018 | $110,083+44.5% | $151,639+4.9% | $68,486+132.2% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -17.20% | -10.12%-7.1pp | 3.34%-20.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $10,955 | $4,470+145.1% | $6,165+77.7% | $2,597+321.9% |
| Participant deferral / active EE | $13,171 | $6,526+101.8% | $8,363+57.5% | $4,028+227.0% |
| Admin fee / account holder | $9,787 | $7,718+26.8% | $11,613-15.7% | $5,404+81.1% |