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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 | $127,639 | $71,878+77.6% | $86,698+47.2% | $68,486+86.4% |
| Participation rate | 86.6% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -13.29% | 3.53%-16.8pp | 35.95%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $7,559 | $2,173+247.8% | $2,837+166.5% | $2,597+191.1% |
| Participant deferral / active EE | $4,571 | $3,779+21.0% | $4,656-1.8% | $4,028+13.5% |
| Admin fee / account holder | $59,126 | $6,113+867.3% | $7,493+689.1% | $5,404+994.1% |