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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 | $156,875 | $56,339+178.4% | $104,299+50.4% | $68,490+129.0% |
| Participation rate | 80.0% | 63.3%+16.7pp | 73.3%+6.7pp | 67.9%+12.1pp |
| Annual return | -14.30% | -9.19%-5.1pp | 24.62%-38.9pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,457 | $1,960+76.4% | $3,373+2.5% | $2,597+33.1% |
| Participant deferral / active EE | $6,268 | $3,077+103.7% | $4,626+35.5% | $4,028+55.6% |
| Admin fee / account holder | $3,679 | $4,902-24.9% | $7,339-49.9% | $5,403-31.9% |