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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 | $159,446 | $110,083+44.8% | $151,639+5.1% | $68,486+132.8% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -16.40% | -10.12%-6.3pp | 3.34%-19.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $10,159 | $4,470+127.3% | $6,165+64.8% | $2,597+291.2% |
| Participant deferral / active EE | $12,891 | $6,526+97.5% | $8,363+54.1% | $4,028+220.1% |
| Admin fee / account holder | $5,804 | $7,718-24.8% | $11,613-50.0% | $5,404+7.4% |