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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 | $119,284 | $72,388+64.8% | $111,392+7.1% | $64,173+85.9% |
| Participation rate | 96.3% | 70.5%+25.8pp | 78.9%+17.4pp | 69.6%+26.7pp |
| Annual return | -7.52% | -1.50%-6.0pp | -2.06%-5.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $8,407 | $3,000+180.3% | $4,328+94.2% | $2,381+253.1% |
| Participant deferral / active EE | $4,878 | $4,241+15.0% | $5,567-12.4% | $3,470+40.6% |
| Admin fee / account holder | $11,308 | $5,719+97.7% | $12,266-7.8% | $4,887+131.4% |