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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 | $102,203 | $64,719+57.9% | $112,249-8.9% | $68,486+49.2% |
| Participation rate | 77.4% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.5pp |
| Annual return | -15.89% | -11.40%-4.5pp | 27.48%-43.4pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,936 | $2,747+188.9% | $3,636+118.2% | $2,597+205.6% |
| Participant deferral / active EE | $4,349 | $3,565+22.0% | $4,729-8.0% | $4,028+8.0% |
| Admin fee / account holder | $12,669 | $5,232+142.1% | $6,412+97.6% | $5,404+134.4% |