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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 | $107,907 | $67,214+60.5% | $61,491+75.5% | $134,545-19.8% |
| Participation rate | 94.7% | 83.7%+11.0pp | 79.3%+15.4pp | 81.2%+13.5pp |
| Annual return | -17.15% | -12.08%-5.1pp | -12.98%-4.2pp | 418.37%-435.5pp |
| Employer contribution / active EE | $12,574 | $4,974+152.8% | $4,246+196.1% | $4,742+165.2% |
| Participant deferral / active EE | $12,183 | $6,103+99.6% | $5,188+134.8% | $6,401+90.3% |
| Admin fee / account holder | $15,291 | $4,610+231.7% | $4,312+254.6% | $11,431+33.8% |