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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 | $197,958 | $69,012+186.8% | $160,037+23.7% | $68,490+189.0% |
| Participation rate | 83.3% | 65.4%+17.9pp | 78.0%+5.3pp | 67.9%+15.4pp |
| Annual return | -14.16% | -9.65%-4.5pp | 408.95%-423.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,102 | $2,212+40.2% | $4,226-26.6% | $2,597+19.5% |
| Participant deferral / active EE | $8,022 | $4,212+90.5% | $6,184+29.7% | $4,028+99.2% |
| Admin fee / account holder | $6,089 | $4,798+26.9% | $8,716-30.1% | $5,403+12.7% |