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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 | $104,027 | $71,872+44.7% | $86,691+20.0% | $68,495+51.9% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.8pp | 67.9%+28.5pp |
| Annual return | -17.00% | 3.53%-20.5pp | 35.94%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,321 | $2,173+52.8% | $2,837+17.1% | $2,596+27.9% |
| Participant deferral / active EE | $5,920 | $3,779+56.7% | $4,656+27.1% | $4,028+47.0% |
| Admin fee / account holder | $7,167 | $6,112+17.3% | $7,492-4.3% | $5,403+32.6% |