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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 | $205,368 | $71,873+185.7% | $86,698+136.9% | $68,490+199.9% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -15.93% | 3.54%-19.5pp | 35.96%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $12,063 | $2,173+455.0% | $2,837+325.2% | $2,597+364.5% |
| Participant deferral / active EE | $7,603 | $3,779+101.2% | $4,656+63.3% | $4,028+88.8% |
| Admin fee / account holder | $3,537 | $6,110-42.1% | $7,492-52.8% | $5,403-34.5% |