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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 | $144,887 | $72,404+100.1% | $110,243+31.4% | $64,173+125.8% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | -5.81% | -6.29%+0.5pp | 314.76%-320.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,873 | $2,282+25.9% | $3,827-24.9% | $2,381+20.7% |
| Participant deferral / active EE | $5,803 | $3,469+67.3% | $4,672+24.2% | $3,470+67.2% |
| Admin fee / account holder | $3,759 | $5,664-33.6% | $8,548-56.0% | $4,887-23.1% |