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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 | $124,803 | $64,729+92.8% | $112,263+11.2% | $68,490+82.2% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -14.74% | -11.40%-3.3pp | 27.49%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,829 | $2,746+39.4% | $3,636+5.3% | $2,597+47.5% |
| Participant deferral / active EE | $9,717 | $3,566+172.5% | $4,729+105.5% | $4,028+141.3% |
| Admin fee / account holder | $23,048 | $5,222+341.4% | $6,410+259.5% | $5,403+326.6% |