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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 | $165,731 | $71,873+130.6% | $86,698+91.2% | $68,490+142.0% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -14.90% | 3.54%-18.4pp | 35.96%-50.9pp | -7.85%-7.0pp |
| Employer contribution / active EE | $11,127 | $2,173+412.0% | $2,837+292.2% | $2,597+328.5% |
| Participant deferral / active EE | $8,658 | $3,779+129.1% | $4,656+85.9% | $4,028+115.0% |
| Admin fee / account holder | $1,228 | $6,110-79.9% | $7,492-83.6% | $5,403-77.3% |