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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 | $171,972 | $72,404+137.5% | $110,243+56.0% | $64,173+168.0% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.7pp |
| Annual return | -6.66% | -6.29%-0.4pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,437 | $2,282+138.3% | $3,827+42.1% | $2,381+128.4% |
| Participant deferral / active EE | $5,965 | $3,469+71.9% | $4,672+27.7% | $3,470+71.9% |
| Admin fee / account holder | $4,711 | $5,664-16.8% | $8,548-44.9% | $4,887-3.6% |