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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 | $157,299 | $110,083+42.9% | $151,645+3.7% | $68,490+129.7% |
| Participation rate | 94.3% | 84.0%+10.3pp | 87.5%+6.8pp | 67.9%+26.4pp |
| Annual return | -12.30% | -10.12%-2.2pp | 3.34%-15.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $8,813 | $4,470+97.2% | $6,165+42.9% | $2,597+239.4% |
| Participant deferral / active EE | $12,605 | $6,526+93.1% | $8,363+50.7% | $4,028+213.0% |
| Admin fee / account holder | $1,298 | $7,718-83.2% | $11,614-88.8% | $5,403-76.0% |