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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 | $171,476 | $73,848+132.2% | $143,799+19.2% | $68,486+150.4% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -13.02% | 0.91%-13.9pp | -0.04%-13.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $8,580 | $3,184+169.4% | $4,952+73.3% | $2,597+230.4% |
| Participant deferral / active EE | $4,823 | $3,385+42.5% | $5,638-14.5% | $4,028+19.8% |
| Admin fee / account holder | $5,024 | $5,755-12.7% | $14,677-65.8% | $5,404-7.0% |