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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 | $154,579 | $71,878+115.1% | $86,698+78.3% | $68,486+125.7% |
| Participation rate | 98.5% | 72.2%+26.3pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | -16.71% | 3.53%-20.2pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $12,362 | $2,173+468.8% | $2,837+335.8% | $2,597+376.1% |
| Participant deferral / active EE | $8,622 | $3,779+128.2% | $4,656+85.2% | $4,028+114.1% |
| Admin fee / account holder | $9,754 | $6,113+59.6% | $7,493+30.2% | $5,404+80.5% |