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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 | $170,884 | $64,719+164.0% | $112,249+52.2% | $68,486+149.5% |
| Participation rate | 95.9% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.0pp |
| Annual return | -16.91% | -11.40%-5.5pp | 27.48%-44.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $4,134 | $2,747+50.5% | $3,636+13.7% | $2,597+59.2% |
| Participant deferral / active EE | $4,595 | $3,565+28.9% | $4,729-2.8% | $4,028+14.1% |
| Admin fee / account holder | $37,825 | $5,232+622.9% | $6,412+489.9% | $5,404+600.0% |