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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 | $121,329 | $64,729+87.4% | $112,263+8.1% | $68,490+77.1% |
| Participation rate | 95.1% | 67.2%+28.0pp | 75.1%+20.1pp | 67.9%+27.2pp |
| Annual return | -17.43% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $13,685 | $2,746+398.4% | $3,636+276.4% | $2,597+427.0% |
| Participant deferral / active EE | $5,708 | $3,566+60.1% | $4,729+20.7% | $4,028+41.7% |
| Admin fee / account holder | $10,531 | $5,222+101.7% | $6,410+64.3% | $5,403+94.9% |