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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 | $236,285 | $69,012+242.4% | $160,009+47.7% | $68,486+245.0% |
| Participation rate | 86.8% | 65.4%+21.4pp | 78.0%+8.9pp | 67.9%+18.9pp |
| Annual return | -12.52% | -9.65%-2.9pp | 408.85%-421.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,752 | $2,212+24.4% | $4,225-34.9% | $2,597+6.0% |
| Participant deferral / active EE | $4,341 | $4,212+3.1% | $6,183-29.8% | $4,028+7.8% |
| Admin fee / account holder | $6,156 | $4,798+28.3% | $8,715-29.4% | $5,404+13.9% |