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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 | $213,252 | $81,870+160.5% | $119,634+78.3% | $68,490+211.4% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,982 | $2,692+85.1% | $4,232+17.7% | $2,597+91.8% |
| Participant deferral / active EE | $12,212 | $4,148+194.4% | $5,601+118.0% | $4,028+203.2% |
| Admin fee / account holder | $3,842 | $6,583-41.6% | $10,329-62.8% | $5,403-28.9% |