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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 | $235,450 | $56,339+317.9% | $104,299+125.7% | $68,490+243.8% |
| Participation rate | 85.2% | 63.3%+21.9pp | 73.3%+11.9pp | 67.9%+17.3pp |
| Annual return | -10.67% | -9.19%-1.5pp | 24.62%-35.3pp | -7.85%-2.8pp |
| Employer contribution / active EE | $6,465 | $1,960+229.8% | $3,373+91.7% | $2,597+149.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,946 | $4,902+21.3% | $7,339-19.0% | $5,403+10.1% |