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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 | $145,821 | $64,719+125.3% | $112,249+29.9% | $68,486+112.9% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -13.11% | -11.40%-1.7pp | 27.48%-40.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,510 | $2,747+27.8% | $3,636-3.5% | $2,597+35.2% |
| Participant deferral / active EE | $7,540 | $3,565+111.5% | $4,729+59.4% | $4,028+87.2% |
| Admin fee / account holder | $23,386 | $5,232+346.9% | $6,412+264.7% | $5,404+332.8% |