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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 | $212,095 | $69,012+207.3% | $160,009+32.6% | $68,486+209.7% |
| Participation rate | 84.7% | 65.4%+19.3pp | 78.0%+6.7pp | 67.9%+16.8pp |
| Annual return | -18.99% | -9.65%-9.3pp | 408.85%-427.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,178 | $2,212+43.7% | $4,225-24.8% | $2,597+22.4% |
| Participant deferral / active EE | $8,612 | $4,212+104.5% | $6,183+39.3% | $4,028+113.8% |
| Admin fee / account holder | $10,363 | $4,798+116.0% | $8,715+18.9% | $5,404+91.8% |