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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 | $218,607 | $73,839+196.1% | $143,788+52.0% | $68,495+219.2% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -16.32% | 1.01%-17.3pp | -0.03%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,029 | $3,184+57.9% | $4,952+1.6% | $2,596+93.7% |
| Participant deferral / active EE | $7,191 | $3,384+112.5% | $5,638+27.5% | $4,028+78.5% |
| Admin fee / account holder | $7,445 | $5,755+29.4% | $14,675-49.3% | $5,403+37.8% |