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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 | $156,033 | $64,719+141.1% | $112,249+39.0% | $68,486+127.8% |
| Participation rate | 83.3% | 67.2%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | -18.76% | -11.40%-7.4pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $7,906 | $2,747+187.9% | $3,636+117.4% | $2,597+204.5% |
| Participant deferral / active EE | $9,016 | $3,565+152.9% | $4,729+90.7% | $4,028+123.9% |
| Admin fee / account holder | $57,584 | $5,232+1000.5% | $6,412+798.0% | $5,404+965.6% |