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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 | $152,762 | $83,427+83.1% | $115,756+32.0% | $68,486+123.1% |
| Participation rate | 81.3% | 71.9%+9.3pp | 77.1%+4.2pp | 67.9%+13.4pp |
| Annual return | -12.75% | -10.95%-1.8pp | 143.14%-155.9pp | -7.85%-4.9pp |
| Employer contribution / active EE | $10,113 | $3,075+228.9% | $3,793+166.7% | $2,597+289.5% |
| Participant deferral / active EE | $2,539 | $5,355-52.6% | $6,254-59.4% | $4,028-37.0% |
| Admin fee / account holder | $1,391 | $5,708-75.6% | $8,124-82.9% | $5,404-74.3% |