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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 | $161,451 | $83,908+92.4% | $68,509+135.7% | $125,388+28.8% |
| Participation rate | 91.3% | 78.2%+13.1pp | 74.7%+16.6pp | 83.2%+8.1pp |
| Annual return | -1.90% | 14.48%-16.4pp | 8.27%-10.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,712 | $3,031-10.5% | $2,278+19.1% | $4,866-44.3% |
| Participant deferral / active EE | $7,039 | $4,125+70.6% | $3,382+108.1% | $5,352+31.5% |
| Admin fee / account holder | $22,455 | $8,982+150.0% | $5,275+325.7% | $9,541+135.4% |