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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 | $126,670 | $76,912+64.7% | $129,118-1.9% | $68,490+84.9% |
| Participation rate | 95.2% | 69.1%+26.1pp | 77.2%+18.0pp | 67.9%+27.3pp |
| Annual return | -16.10% | -9.78%-6.3pp | -10.94%-5.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $9,450 | $3,243+191.4% | $5,051+87.1% | $2,597+263.9% |
| Participant deferral / active EE | $13,432 | $4,732+183.8% | $6,539+105.4% | $4,028+233.5% |
| Admin fee / account holder | $24,572 | $6,638+270.2% | $14,305+71.8% | $5,403+354.8% |