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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 | $200,159 | $71,873+178.5% | $86,698+130.9% | $68,490+192.2% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -13.62% | 3.54%-17.2pp | 35.96%-49.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $4,173 | $2,173+92.0% | $2,837+47.1% | $2,597+60.7% |
| Participant deferral / active EE | $5,936 | $3,779+57.1% | $4,656+27.5% | $4,028+47.4% |
| Admin fee / account holder | $2,808 | $6,110-54.0% | $7,492-62.5% | $5,403-48.0% |