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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 | $249,325 | $77,817+220.4% | $123,553+101.8% | $64,173+288.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -2.70% | 12.49%-15.2pp | 119.21%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $6,578 | $3,014+118.2% | $4,628+42.1% | $2,381+176.3% |
| Participant deferral / active EE | $7,032 | $5,240+34.2% | $6,426+9.4% | $3,470+102.7% |
| Admin fee / account holder | $5,874 | $5,519+6.4% | $9,284-36.7% | $4,887+20.2% |