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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 | $134,455 | $73,009+84.2% | $90,756+48.1% | $68,495+96.3% |
| Participation rate | 97.2% | 70.8%+26.4pp | 75.7%+21.5pp | 67.9%+29.3pp |
| Annual return | -14.75% | -13.81%-0.9pp | -12.16%-2.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,490 | $2,193+104.8% | $2,922+53.7% | $2,596+72.9% |
| Participant deferral / active EE | $8,290 | $3,626+128.6% | $4,565+81.6% | $4,028+105.8% |
| Admin fee / account holder | $15,966 | $5,896+170.8% | $8,445+89.1% | $5,403+195.5% |