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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 | $96,502 | $53,162+81.5% | $91,225+5.8% | $68,495+40.9% |
| Participation rate | 77.6% | 63.2%+14.4pp | 73.2%+4.4pp | 67.9%+9.7pp |
| Annual return | -13.60% | -3.14%-10.5pp | 114.10%-127.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,550 | $1,709+224.7% | $2,851+94.7% | $2,596+113.8% |
| Participant deferral / active EE | $6,025 | $2,974+102.6% | $4,234+42.3% | $4,028+49.6% |
| Admin fee / account holder | $13,378 | $4,493+197.7% | $5,422+146.7% | $5,403+147.6% |