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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 | $150,829 | $77,816+93.8% | $123,552+22.1% | $64,173+135.0% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -4.33% | 12.49%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,255 | $3,014-25.2% | $4,628-51.3% | $2,381-5.3% |
| Participant deferral / active EE | $8,015 | $5,240+53.0% | $6,426+24.7% | $3,470+131.0% |
| Admin fee / account holder | $24,415 | $5,519+342.4% | $9,285+163.0% | $4,887+399.5% |