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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 | $202,078 | $131,835+53.3% | $108,582+86.1% | $273,972-26.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 6.26% | -91.57%+97.8pp | -51.70%+58.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,125 | $4,913-36.4% | $3,758-16.9% | $4,869-35.8% |
| Participant deferral / active EE | $3,682 | $5,127-28.2% | $4,311-14.6% | $5,287-30.4% |
| Admin fee / account holder | $47,897 | $10,253+367.2% | $7,645+526.5% | $10,133+372.7% |