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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 | $162,395 | $64,729+150.9% | $112,263+44.7% | $68,490+137.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.49%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,340 | $2,746+21.6% | $3,636-8.2% | $2,597+28.6% |
| Participant deferral / active EE | $6,565 | $3,566+84.1% | $4,729+38.8% | $4,028+63.0% |
| Admin fee / account holder | $3,914 | $5,222-25.1% | $6,410-39.0% | $5,403-27.6% |