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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 | $187,860 | $113,941+64.9% | $94,229+99.4% | $125,389+49.8% |
| Participation rate | 95.2% | 82.9%+12.3pp | 78.8%+16.5pp | 83.2%+12.0pp |
| Annual return | -2.56% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,569 | $4,727-45.6% | $3,587-28.4% | $4,866-47.2% |
| Participant deferral / active EE | $12,283 | $5,179+137.2% | $4,320+184.3% | $5,352+129.5% |
| Admin fee / account holder | $26,503 | $8,392+215.8% | $6,269+322.7% | $9,541+177.8% |