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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 | $74,340 | $64,719+14.9% | $112,249-33.8% | $68,486+8.5% |
| Participation rate | 95.1% | 67.2%+27.9pp | 75.1%+20.0pp | 67.9%+27.2pp |
| Annual return | -14.49% | -11.40%-3.1pp | 27.48%-42.0pp | -7.85%-6.6pp |
| Employer contribution / active EE | $5,151 | $2,747+87.5% | $3,636+41.7% | $2,597+98.4% |
| Participant deferral / active EE | $3,949 | $3,565+10.8% | $4,729-16.5% | $4,028-1.9% |
| Admin fee / account holder | $16,700 | $5,232+219.2% | $6,412+160.4% | $5,404+209.0% |