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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 | $78,318 | $71,873+9.0% | $86,698-9.7% | $68,490+14.3% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.8pp | 67.9%+28.5pp |
| Annual return | -14.67% | 3.54%-18.2pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $5,328 | $2,173+145.2% | $2,837+87.8% | $2,597+105.2% |
| Participant deferral / active EE | $3,296 | $3,779-12.8% | $4,656-29.2% | $4,028-18.2% |
| Admin fee / account holder | $11,914 | $6,110+95.0% | $7,492+59.0% | $5,403+120.5% |