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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 | $154,627 | $57,350+169.6% | $83,849+84.4% | $64,186+140.9% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -4.31% | 11.38%-15.7pp | 850.91%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $797 | $2,545-68.7% | $3,631-78.1% | $2,381-66.5% |
| Participant deferral / active EE | $9,022 | $2,993+201.4% | $4,082+121.0% | $3,470+160.0% |
| Admin fee / account holder | $4,880 | $4,046+20.6% | $5,478-10.9% | $4,888-0.2% |