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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 | $144,643 | $110,083+31.4% | $151,639-4.6% | $68,486+111.2% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -13.18% | -10.12%-3.1pp | 3.34%-16.5pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,456 | $4,470-0.3% | $6,165-27.7% | $2,597+71.6% |
| Participant deferral / active EE | $3,991 | $6,526-38.8% | $8,363-52.3% | $4,028-0.9% |
| Admin fee / account holder | $22,643 | $7,718+193.4% | $11,613+95.0% | $5,404+319.0% |