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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 | $222,442 | $77,817+185.9% | $123,553+80.0% | $64,173+246.6% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -4.21% | 12.49%-16.7pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,757 | $3,014-8.5% | $4,628-40.4% | $2,381+15.8% |
| Participant deferral / active EE | $9,006 | $5,240+71.9% | $6,426+40.2% | $3,470+159.6% |
| Admin fee / account holder | $3,256 | $5,519-41.0% | $9,284-64.9% | $4,887-33.4% |