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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 | $249,538 | $92,219+170.6% | $76,767+225.1% | $135,380+84.3% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -6.23% | 5.46%-11.7pp | 2.43%-8.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,318 | $3,216+3.2% | $2,485+33.5% | $4,779-30.6% |
| Participant deferral / active EE | $7,997 | $4,508+77.4% | $3,852+107.6% | $5,609+42.6% |
| Admin fee / account holder | $3,843 | $10,749-64.3% | $6,675-42.4% | $10,828-64.5% |