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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 | $86,122 | $71,878+19.8% | $86,698-0.7% | $68,486+25.8% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -10.92% | 3.53%-14.5pp | 35.95%-46.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $4,351 | $2,173+100.2% | $2,837+53.4% | $2,597+67.6% |
| Participant deferral / active EE | $4,735 | $3,779+25.3% | $4,656+1.7% | $4,028+17.6% |
| Admin fee / account holder | $13,487 | $6,113+120.6% | $7,493+80.0% | $5,404+149.6% |