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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 | $222,738 | $110,083+102.3% | $151,639+46.9% | $68,486+225.2% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -18.00% | -10.12%-7.9pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $8,746 | $4,470+95.7% | $6,165+41.9% | $2,597+236.8% |
| Participant deferral / active EE | $15,369 | $6,526+135.5% | $8,363+83.8% | $4,028+281.6% |
| Admin fee / account holder | $9,379 | $7,718+21.5% | $11,613-19.2% | $5,404+73.6% |