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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 | $189,533 | $71,878+163.7% | $86,698+118.6% | $68,486+176.7% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -14.02% | 3.53%-17.6pp | 35.95%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $4,977 | $2,173+129.0% | $2,837+75.4% | $2,597+91.7% |
| Participant deferral / active EE | $8,598 | $3,779+127.5% | $4,656+84.7% | $4,028+113.5% |
| Admin fee / account holder | $325 | $6,113-94.7% | $7,493-95.7% | $5,404-94.0% |