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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 | $140,991 | $64,729+117.8% | $112,263+25.6% | $68,490+105.9% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -15.20% | -11.40%-3.8pp | 27.49%-42.7pp | -7.85%-7.3pp |
| Employer contribution / active EE | $12,155 | $2,746+342.7% | $3,636+234.3% | $2,597+368.1% |
| Participant deferral / active EE | $6,523 | $3,566+82.9% | $4,729+37.9% | $4,028+61.9% |
| Admin fee / account holder | $4,140 | $5,222-20.7% | $6,410-35.4% | $5,403-23.4% |