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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 | $190,228 | $72,177+163.6% | $115,038+65.4% | $59,633+219.0% |
| Participation rate | 96.4% | 72.6%+23.9pp | 81.4%+15.1pp | 68.7%+27.8pp |
| Annual return | -0.42% | 12.02%-12.4pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,440 | $2,841-14.1% | $4,608-47.0% | $2,203+10.8% |
| Participant deferral / active EE | $7,852 | $4,783+64.2% | $6,026+30.3% | $3,192+146.0% |
| Admin fee / account holder | $6,852 | $4,927+39.1% | $8,175-16.2% | $4,297+59.5% |