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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 | $121,933 | $53,162+129.4% | $91,227+33.7% | $68,490+78.0% |
| Participation rate | 97.9% | 63.2%+34.7pp | 73.2%+24.7pp | 67.9%+30.0pp |
| Annual return | -10.75% | -3.14%-7.6pp | 114.14%-124.9pp | -7.85%-2.9pp |
| Employer contribution / active EE | $2,464 | $1,709+44.2% | $2,851-13.6% | $2,597-5.1% |
| Participant deferral / active EE | $7,651 | $2,974+157.3% | $4,234+80.7% | $4,028+90.0% |
| Admin fee / account holder | $7,435 | $4,493+65.5% | $5,423+37.1% | $5,403+37.6% |