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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 | $232,802 | $71,878+223.9% | $86,698+168.5% | $68,486+239.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.39% | 3.53%-15.9pp | 35.95%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $3,282 | $2,173+51.0% | $2,837+15.7% | $2,597+26.4% |
| Participant deferral / active EE | $7,099 | $3,779+87.9% | $4,656+52.5% | $4,028+76.3% |
| Admin fee / account holder | $5,069 | $6,113-17.1% | $7,493-32.3% | $5,404-6.2% |