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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 | $211,399 | $64,729+226.6% | $112,263+88.3% | $68,490+208.7% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+26.0pp |
| Annual return | -13.22% | -11.40%-1.8pp | 27.49%-40.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $7,440 | $2,746+170.9% | $3,636+104.6% | $2,597+186.5% |
| Participant deferral / active EE | $7,790 | $3,566+118.5% | $4,729+64.7% | $4,028+93.4% |
| Admin fee / account holder | $7,409 | $5,222+41.9% | $6,410+15.6% | $5,403+37.1% |