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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 | $108,115 | $72,404+49.3% | $110,243-1.9% | $64,173+68.5% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.1pp |
| Annual return | -3.91% | -6.29%+2.4pp | 314.76%-318.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,799 | $2,282+198.0% | $3,827+77.7% | $2,381+185.6% |
| Participant deferral / active EE | $5,482 | $3,469+58.0% | $4,672+17.3% | $3,470+58.0% |
| Admin fee / account holder | $4,285 | $5,664-24.3% | $8,548-49.9% | $4,887-12.3% |