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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 | $191,626 | $87,546+118.9% | $75,784+152.9% | $125,389+52.8% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -2.10% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $5,102 | $3,930+29.8% | $3,323+53.5% | $4,866+4.9% |
| Participant deferral / active EE | $10,547 | $4,230+149.4% | $3,652+188.8% | $5,352+97.1% |
| Admin fee / account holder | $365 | $6,503-94.4% | $5,300-93.1% | $9,541-96.2% |