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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 | $248,610 | $100,811+146.6% | $86,698+186.8% | $134,545+84.8% |
| Participation rate | 84.2% | 79.0%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -11.00% | 29.11%-40.1pp | 35.96%-47.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $2,152 | $3,490-38.3% | $2,837-24.1% | $4,742-54.6% |
| Participant deferral / active EE | $8,709 | $5,339+63.1% | $4,656+87.0% | $6,401+36.0% |
| Admin fee / account holder | $4,959 | $10,926-54.6% | $7,492-33.8% | $11,431-56.6% |