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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 | $171,996 | $57,352+199.9% | $83,831+105.2% | $64,173+168.0% |
| Participation rate | 89.5% | 68.6%+20.9pp | 76.1%+13.3pp | 69.6%+19.9pp |
| Annual return | -4.93% | 11.38%-16.3pp | 850.99%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,156 | $2,546+24.0% | $3,631-13.1% | $2,381+32.5% |
| Participant deferral / active EE | $8,850 | $2,993+195.7% | $4,082+116.8% | $3,470+155.1% |
| Admin fee / account holder | $5,186 | $4,046+28.2% | $5,479-5.4% | $4,887+6.1% |