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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 | $124,532 | $71,878+73.3% | $86,698+43.6% | $68,486+81.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.38% | 3.53%-19.9pp | 35.95%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,441 | $2,173+58.3% | $2,837+21.3% | $2,597+32.5% |
| Participant deferral / active EE | $8,482 | $3,779+124.5% | $4,656+82.2% | $4,028+110.6% |
| Admin fee / account holder | $4,044 | $6,113-33.8% | $7,493-46.0% | $5,404-25.2% |