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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 | $170,855 | $64,729+164.0% | $112,263+52.2% | $68,490+149.5% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.4pp |
| Annual return | -18.25% | -11.40%-6.9pp | 27.49%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $5,325 | $2,746+93.9% | $3,636+46.5% | $2,597+105.1% |
| Participant deferral / active EE | $3,880 | $3,566+8.8% | $4,729-18.0% | $4,028-3.7% |
| Admin fee / account holder | $7,301 | $5,222+39.8% | $6,410+13.9% | $5,403+35.1% |