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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 | $244,743 | $81,870+198.9% | $119,622+104.6% | $68,486+257.4% |
| Participation rate | 98.7% | 71.9%+26.8pp | 79.3%+19.4pp | 67.9%+30.8pp |
| Annual return | -16.04% | -23.82%+7.8pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,050 | $2,692+50.4% | $4,232-4.3% | $2,597+56.0% |
| Participant deferral / active EE | $8,795 | $4,148+112.0% | $5,601+57.0% | $4,028+118.4% |
| Admin fee / account holder | $25,141 | $6,583+281.9% | $10,328+143.4% | $5,404+365.3% |