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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 | $240,262 | $72,177+232.9% | $115,038+108.9% | $59,633+302.9% |
| Participation rate | 83.9% | 72.6%+11.3pp | 81.4%+2.5pp | 68.7%+15.2pp |
| Annual return | -0.41% | 12.02%-12.4pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,771 | $2,841+32.7% | $4,608-18.2% | $2,203+71.2% |
| Participant deferral / active EE | $9,427 | $4,783+97.1% | $6,026+56.4% | $3,192+195.4% |
| Admin fee / account holder | $5,127 | $4,927+4.1% | $8,175-37.3% | $4,297+19.3% |