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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 | $130,474 | $56,339+131.6% | $104,301+25.1% | $68,495+90.5% |
| Participation rate | 89.6% | 63.3%+26.3pp | 73.3%+16.3pp | 67.9%+21.7pp |
| Annual return | -16.19% | -9.19%-7.0pp | 24.61%-40.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,687 | $1,960+139.1% | $3,373+39.0% | $2,596+80.5% |
| Participant deferral / active EE | $6,659 | $3,077+116.4% | $4,626+44.0% | $4,028+65.3% |
| Admin fee / account holder | $17,454 | $4,902+256.1% | $7,340+137.8% | $5,403+223.0% |