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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 | $246,645 | $87,542+181.7% | $75,782+225.5% | $125,393+96.7% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | -0.38% | 13.48%-13.9pp | 9.68%-10.1pp | 282.23%-282.6pp |
| Employer contribution / active EE | $7,790 | $3,930+98.2% | $3,323+134.4% | $4,866+60.1% |
| Participant deferral / active EE | $3,596 | $4,229-15.0% | $3,652-1.5% | $5,351-32.8% |
| Admin fee / account holder | $9,159 | $6,502+40.9% | $5,300+72.8% | $9,541-4.0% |