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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 | $245,208 | $71,872+241.2% | $86,691+182.9% | $68,495+258.0% |
| Participation rate | 91.1% | 72.2%+18.9pp | 76.6%+14.5pp | 67.9%+23.2pp |
| Annual return | -12.56% | 3.53%-16.1pp | 35.94%-48.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,067 | $2,173+41.1% | $2,837+8.1% | $2,596+18.1% |
| Participant deferral / active EE | $7,658 | $3,779+102.7% | $4,656+64.5% | $4,028+90.2% |
| Admin fee / account holder | $8,030 | $6,112+31.4% | $7,492+7.2% | $5,403+48.6% |