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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 | $124,510 | $56,339+121.0% | $104,299+19.4% | $68,490+81.8% |
| Participation rate | 84.6% | 63.3%+21.4pp | 73.3%+11.3pp | 67.9%+16.7pp |
| Annual return | -16.39% | -9.19%-7.2pp | 24.62%-41.0pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,649 | $1,960+86.2% | $3,373+8.2% | $2,597+40.5% |
| Participant deferral / active EE | $5,579 | $3,077+81.3% | $4,626+20.6% | $4,028+38.5% |
| Admin fee / account holder | $11,456 | $4,902+133.7% | $7,339+56.1% | $5,403+112.0% |