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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 | $126,672 | $42,383+198.9% | $76,518+65.5% | $64,173+97.4% |
| Participation rate | 89.2% | 58.1%+31.0pp | 68.0%+21.2pp | 69.6%+19.6pp |
| Annual return | -5.80% | -16.54%+10.7pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,870 | $1,563+211.5% | $2,647+84.0% | $2,381+104.6% |
| Participant deferral / active EE | $8,947 | $2,566+248.6% | $3,836+133.3% | $3,470+157.9% |
| Admin fee / account holder | $4,933 | $3,198+54.3% | $4,849+1.7% | $4,887+0.9% |