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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 | $169,891 | $64,719+162.5% | $112,249+51.4% | $68,486+148.1% |
| Participation rate | 98.7% | 67.2%+31.6pp | 75.1%+23.7pp | 67.9%+30.8pp |
| Annual return | -8.43% | -11.40%+3.0pp | 27.48%-35.9pp | -7.85%-0.6pp |
| Employer contribution / active EE | $3,966 | $2,747+44.4% | $3,636+9.1% | $2,597+52.7% |
| Participant deferral / active EE | $8,225 | $3,565+130.7% | $4,729+73.9% | $4,028+104.2% |
| Admin fee / account holder | $1,854 | $5,232-64.6% | $6,412-71.1% | $5,404-65.7% |