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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 | $162,610 | $100,811+61.3% | $86,698+87.6% | $134,545+20.9% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -2.54% | 29.11%-31.6pp | 35.96%-38.5pp | 418.37%-420.9pp |
| Employer contribution / active EE | $2,056 | $3,490-41.1% | $2,837-27.5% | $4,742-56.6% |
| Participant deferral / active EE | $5,789 | $5,339+8.4% | $4,656+24.3% | $6,401-9.6% |
| Admin fee / account holder | $5,779 | $10,926-47.1% | $7,492-22.9% | $11,431-49.4% |