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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 | $194,065 | $77,817+149.4% | $123,553+57.1% | $64,173+202.4% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.3%-8.5pp | 69.6%+4.2pp |
| Annual return | -4.60% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,556 | $3,014+18.0% | $4,628-23.2% | $2,381+49.4% |
| Participant deferral / active EE | $9,104 | $5,240+73.7% | $6,426+41.7% | $3,470+162.4% |
| Admin fee / account holder | $5,149 | $5,519-6.7% | $9,284-44.5% | $4,887+5.4% |