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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 | $101,257 | $64,719+56.5% | $112,249-9.8% | $68,486+47.9% |
| Participation rate | 84.1% | 67.2%+16.9pp | 75.1%+9.0pp | 67.9%+16.2pp |
| Annual return | -15.54% | -11.40%-4.1pp | 27.48%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $8,868 | $2,747+222.9% | $3,636+143.9% | $2,597+241.5% |
| Participant deferral / active EE | $5,758 | $3,565+61.5% | $4,729+21.8% | $4,028+43.0% |
| Admin fee / account holder | $12,097 | $5,232+131.2% | $6,412+88.7% | $5,404+123.9% |