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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 | $136,439 | $56,339+142.2% | $104,301+30.8% | $68,486+99.2% |
| Participation rate | 83.9% | 63.3%+20.7pp | 73.3%+10.7pp | 67.9%+16.0pp |
| Annual return | -14.90% | -9.19%-5.7pp | 24.61%-39.5pp | -7.85%-7.0pp |
| Employer contribution / active EE | $6,681 | $1,960+240.8% | $3,373+98.1% | $2,597+157.3% |
| Participant deferral / active EE | $3,244 | $3,077+5.4% | $4,626-29.9% | $4,028-19.5% |
| Admin fee / account holder | $5,060 | $4,902+3.2% | $7,340-31.1% | $5,404-6.4% |