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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 | $214,010 | $77,817+175.0% | $123,553+73.2% | $64,173+233.5% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -5.51% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,516 | $3,014-16.5% | $4,628-45.6% | $2,381+5.7% |
| Participant deferral / active EE | $9,667 | $5,240+84.5% | $6,426+50.4% | $3,470+178.6% |
| Admin fee / account holder | $5,934 | $5,519+7.5% | $9,284-36.1% | $4,887+21.4% |