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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 | $243,186 | $73,009+233.1% | $90,760+167.9% | $68,486+255.1% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -16.36% | -13.81%-2.5pp | -12.16%-4.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,200 | $2,193+45.9% | $2,922+9.5% | $2,597+23.2% |
| Participant deferral / active EE | $8,096 | $3,626+123.3% | $4,565+77.4% | $4,028+101.0% |
| Admin fee / account holder | $3,179 | $5,896-46.1% | $8,444-62.4% | $5,404-41.2% |