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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 | $143,854 | $99,032+45.3% | $80,022+79.8% | $135,380+6.3% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -4.33% | 15.39%-19.7pp | 11.22%-15.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $4,504 | $3,043+48.0% | $2,468+82.5% | $4,779-5.8% |
| Participant deferral / active EE | $9,101 | $4,282+112.5% | $3,686+146.9% | $5,609+62.3% |
| Admin fee / account holder | $1,880 | $10,436-82.0% | $6,521-71.2% | $10,828-82.6% |