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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 | $198,293 | $110,083+80.1% | $151,639+30.8% | $68,486+189.5% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -17.04% | -10.12%-6.9pp | 3.34%-20.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $12,421 | $4,470+177.9% | $6,165+101.5% | $2,597+378.3% |
| Participant deferral / active EE | $10,907 | $6,526+67.1% | $8,363+30.4% | $4,028+170.8% |
| Admin fee / account holder | $5,737 | $7,718-25.7% | $11,613-50.6% | $5,404+6.2% |