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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 | $136,610 | $57,352+138.2% | $83,831+63.0% | $64,173+112.9% |
| Participation rate | 82.1% | 68.6%+13.4pp | 76.1%+5.9pp | 69.6%+12.5pp |
| Annual return | -5.83% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,838 | $2,546-27.8% | $3,631-49.4% | $2,381-22.8% |
| Participant deferral / active EE | $6,783 | $2,993+126.6% | $4,082+66.2% | $3,470+95.5% |
| Admin fee / account holder | $9,259 | $4,046+128.8% | $5,479+69.0% | $4,887+89.4% |