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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 | $198,848 | $72,388+174.7% | $111,392+78.5% | $64,181+209.8% |
| Participation rate | 81.3% | 70.5%+10.7pp | 78.9%+2.4pp | 69.6%+11.7pp |
| Annual return | -5.54% | -1.50%-4.0pp | -2.06%-3.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,872 | $3,000+29.1% | $4,328-10.5% | $2,381+62.6% |
| Participant deferral / active EE | $8,988 | $4,241+111.9% | $5,567+61.5% | $3,470+159.1% |
| Admin fee / account holder | $22,176 | $5,719+287.7% | $12,266+80.8% | $4,887+353.8% |