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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 | $169,932 | $64,719+162.6% | $112,249+51.4% | $68,486+148.1% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -16.24% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $11,823 | $2,747+330.4% | $3,636+225.2% | $2,597+355.3% |
| Participant deferral / active EE | $6,034 | $3,565+69.3% | $4,729+27.6% | $4,028+49.8% |
| Admin fee / account holder | $7,171 | $5,232+37.1% | $6,412+11.8% | $5,404+32.7% |