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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 | $136,370 | $64,719+110.7% | $112,249+21.5% | $68,486+99.1% |
| Participation rate | 98.1% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.2pp |
| Annual return | -16.10% | -11.40%-4.7pp | 27.48%-43.6pp | -7.85%-8.2pp |
| Employer contribution / active EE | $10,785 | $2,747+292.7% | $3,636+196.6% | $2,597+315.4% |
| Participant deferral / active EE | $1,663 | $3,565-53.4% | $4,729-64.8% | $4,028-58.7% |
| Admin fee / account holder | $12,548 | $5,232+139.8% | $6,412+95.7% | $5,404+132.2% |