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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 | $98,449 | $64,719+52.1% | $112,249-12.3% | $68,486+43.8% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -16.34% | -11.40%-4.9pp | 27.48%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $20,738 | $2,747+655.0% | $3,636+470.3% | $2,597+698.6% |
| Participant deferral / active EE | $1,919 | $3,565-46.2% | $4,729-59.4% | $4,028-52.4% |
| Admin fee / account holder | $15,213 | $5,232+190.7% | $6,412+137.2% | $5,404+181.5% |