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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 | $225,961 | $77,817+190.4% | $123,553+82.9% | $64,173+252.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -6.10% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,639 | $3,014+20.7% | $4,628-21.4% | $2,381+52.8% |
| Participant deferral / active EE | $12,260 | $5,240+134.0% | $6,426+90.8% | $3,470+253.3% |
| Admin fee / account holder | $1,083 | $5,519-80.4% | $9,284-88.3% | $4,887-77.8% |