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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 | $183,339 | $92,219+98.8% | $76,767+138.8% | $135,380+35.4% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -5.48% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,453 | $3,216+38.5% | $2,485+79.2% | $4,779-6.8% |
| Participant deferral / active EE | $6,412 | $4,508+42.2% | $3,852+66.5% | $5,609+14.3% |
| Admin fee / account holder | $3,352 | $10,749-68.8% | $6,675-49.8% | $10,828-69.0% |