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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 | $111,404 | $71,878+55.0% | $86,698+28.5% | $68,486+62.7% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -12.64% | 3.53%-16.2pp | 35.95%-48.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $5,599 | $2,173+157.6% | $2,837+97.4% | $2,597+115.6% |
| Participant deferral / active EE | $8,617 | $3,779+128.0% | $4,656+85.1% | $4,028+114.0% |
| Admin fee / account holder | $13,776 | $6,113+125.4% | $7,493+83.9% | $5,404+154.9% |