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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 | $112,963 | $64,729+74.5% | $112,263+0.6% | $68,490+64.9% |
| Participation rate | 84.8% | 67.2%+17.7pp | 75.1%+9.8pp | 67.9%+17.0pp |
| Annual return | -17.68% | -11.40%-6.3pp | 27.49%-45.2pp | -7.85%-9.8pp |
| Employer contribution / active EE | $11,797 | $2,746+329.6% | $3,636+224.4% | $2,597+354.3% |
| Participant deferral / active EE | $9,412 | $3,566+164.0% | $4,729+99.0% | $4,028+133.7% |
| Admin fee / account holder | $1,715 | $5,222-67.2% | $6,410-73.2% | $5,403-68.3% |