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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 | $180,624 | $68,996+161.8% | $159,991+12.9% | $68,495+163.7% |
| Participation rate | 89.1% | 65.4%+23.7pp | 78.0%+11.1pp | 67.9%+21.2pp |
| Annual return | -14.76% | -9.65%-5.1pp | 408.82%-423.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,826 | $2,212+72.9% | $4,225-9.4% | $2,596+47.4% |
| Participant deferral / active EE | $8,671 | $4,211+105.9% | $6,183+40.3% | $4,028+115.3% |
| Admin fee / account holder | $5,691 | $4,797+18.6% | $8,715-34.7% | $5,403+5.3% |