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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 | $200,761 | $71,873+179.3% | $86,698+131.6% | $68,490+193.1% |
| Participation rate | 95.5% | 72.2%+23.2pp | 76.6%+18.9pp | 67.9%+27.6pp |
| Annual return | -18.19% | 3.54%-21.7pp | 35.96%-54.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,097 | $2,173+88.5% | $2,837+44.4% | $2,597+57.8% |
| Participant deferral / active EE | $8,616 | $3,779+128.0% | $4,656+85.0% | $4,028+113.9% |
| Admin fee / account holder | $20,253 | $6,110+231.5% | $7,492+170.3% | $5,403+274.9% |