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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 | $187,909 | $77,817+141.5% | $123,553+52.1% | $64,173+192.8% |
| Participation rate | 78.2% | 74.7%+3.5pp | 82.3%-4.1pp | 69.6%+8.6pp |
| Annual return | -7.14% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,155 | $3,014+4.7% | $4,628-31.8% | $2,381+32.5% |
| Participant deferral / active EE | $9,197 | $5,240+75.5% | $6,426+43.1% | $3,470+165.1% |
| Admin fee / account holder | $11,845 | $5,519+114.6% | $9,284+27.6% | $4,887+142.4% |