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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 | $154,205 | $64,716+138.3% | $112,258+37.4% | $68,495+125.1% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -15.92% | -11.40%-4.5pp | 27.47%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,264 | $2,746+55.3% | $3,636+17.3% | $2,596+64.2% |
| Participant deferral / active EE | $4,509 | $3,565+26.5% | $4,728-4.6% | $4,028+12.0% |
| Admin fee / account holder | $2,626 | $5,232-49.8% | $6,411-59.0% | $5,403-51.4% |