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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 | $192,450 | $71,873+167.8% | $86,698+122.0% | $68,490+181.0% |
| Participation rate | 94.9% | 72.2%+22.6pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -16.38% | 3.54%-19.9pp | 35.96%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,907 | $2,173+171.8% | $2,837+108.2% | $2,597+127.5% |
| Participant deferral / active EE | $9,723 | $3,779+157.3% | $4,656+108.8% | $4,028+141.4% |
| Admin fee / account holder | $3,759 | $6,110-38.5% | $7,492-49.8% | $5,403-30.4% |