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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 | $240,110 | $84,518+184.1% | $67,704+254.6% | $125,389+91.5% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | -1.47% | 2.57%-4.0pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $4,079 | $3,292+23.9% | $2,559+59.4% | $4,866-16.2% |
| Participant deferral / active EE | $8,667 | $4,430+95.6% | $3,585+141.7% | $5,352+61.9% |
| Admin fee / account holder | $7,279 | $5,340+36.3% | $4,255+71.1% | $9,541-23.7% |