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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 | $154,668 | $64,719+139.0% | $112,249+37.8% | $68,486+125.8% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -16.82% | -11.40%-5.4pp | 27.48%-44.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $8,991 | $2,747+227.4% | $3,636+147.3% | $2,597+246.3% |
| Participant deferral / active EE | $7,018 | $3,565+96.8% | $4,729+48.4% | $4,028+74.2% |
| Admin fee / account holder | $18,178 | $5,232+247.4% | $6,412+183.5% | $5,404+236.4% |