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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 | $182,971 | $64,719+182.7% | $112,249+63.0% | $68,486+167.2% |
| Participation rate | 98.0% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.1pp |
| Annual return | -18.71% | -11.40%-7.3pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $7,273 | $2,747+164.8% | $3,636+100.0% | $2,597+180.1% |
| Participant deferral / active EE | $9,478 | $3,565+165.9% | $4,729+100.4% | $4,028+135.3% |
| Admin fee / account holder | $3,219 | $5,232-38.5% | $6,412-49.8% | $5,404-40.4% |