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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 | $118,797 | $72,404+64.1% | $110,243+7.8% | $64,173+85.1% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | -6.36% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,696 | $2,282+18.2% | $3,827-29.5% | $2,381+13.2% |
| Participant deferral / active EE | $4,599 | $3,469+32.6% | $4,672-1.6% | $3,470+32.6% |
| Admin fee / account holder | $15,004 | $5,664+164.9% | $8,548+75.5% | $4,887+207.0% |