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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 | $176,414 | $64,729+172.5% | $112,263+57.1% | $68,490+157.6% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -19.39% | -11.40%-8.0pp | 27.49%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $5,306 | $2,746+93.2% | $3,636+45.9% | $2,597+104.3% |
| Participant deferral / active EE | $7,307 | $3,566+104.9% | $4,729+54.5% | $4,028+81.4% |
| Admin fee / account holder | $745 | $5,222-85.7% | $6,410-88.4% | $5,403-86.2% |