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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 | $165,075 | $72,404+128.0% | $110,243+49.7% | $64,173+157.2% |
| Participation rate | 90.4% | 73.3%+17.0pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | -5.68% | -6.29%+0.6pp | 314.76%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,769 | $2,282+152.9% | $3,827+50.8% | $2,381+142.3% |
| Participant deferral / active EE | $8,602 | $3,469+147.9% | $4,672+84.1% | $3,470+147.9% |
| Admin fee / account holder | $6,654 | $5,664+17.5% | $8,548-22.2% | $4,887+36.1% |