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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 | $195,925 | $110,083+78.0% | $151,639+29.2% | $68,486+186.1% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -11.00% | -10.12%-0.9pp | 3.34%-14.3pp | -7.85%-3.1pp |
| Employer contribution / active EE | $6,979 | $4,470+56.1% | $6,165+13.2% | $2,597+168.8% |
| Participant deferral / active EE | $14,891 | $6,526+128.2% | $8,363+78.0% | $4,028+269.7% |
| Admin fee / account holder | $1,030 | $7,718-86.7% | $11,613-91.1% | $5,404-80.9% |