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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 | $175,442 | $131,835+33.1% | $108,582+61.6% | $273,972-36.0% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 6.34% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $6,251 | $4,913+27.2% | $3,758+66.3% | $4,869+28.4% |
| Participant deferral / active EE | $3,197 | $5,127-37.6% | $4,311-25.8% | $5,287-39.5% |
| Admin fee / account holder | $26,546 | $10,253+158.9% | $7,645+247.2% | $10,133+162.0% |