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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 | $118,813 | $73,019+62.7% | $90,766+30.9% | $68,490+73.5% |
| Participation rate | 92.7% | 70.8%+21.9pp | 75.7%+17.0pp | 67.9%+24.8pp |
| Annual return | -15.75% | -13.81%-1.9pp | -12.16%-3.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $13,191 | $2,193+501.6% | $2,922+351.5% | $2,597+408.0% |
| Participant deferral / active EE | $9,610 | $3,626+165.0% | $4,565+110.5% | $4,028+138.6% |
| Admin fee / account holder | $10,112 | $5,897+71.5% | $8,446+19.7% | $5,403+87.2% |