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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 | $195,547 | $81,870+138.9% | $119,622+63.5% | $68,486+185.5% |
| Participation rate | 92.5% | 71.9%+20.6pp | 79.3%+13.2pp | 67.9%+24.6pp |
| Annual return | -13.58% | -23.82%+10.2pp | -14.98%+1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $8,491 | $2,692+215.4% | $4,232+100.6% | $2,597+227.0% |
| Participant deferral / active EE | $8,950 | $4,148+115.8% | $5,601+59.8% | $4,028+122.2% |
| Admin fee / account holder | $14,658 | $6,583+122.7% | $10,328+41.9% | $5,404+171.3% |