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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 | $186,857 | $64,729+188.7% | $112,263+66.4% | $68,490+172.8% |
| Participation rate | 82.4% | 67.2%+15.2pp | 75.1%+7.3pp | 67.9%+14.5pp |
| Annual return | -8.14% | -11.40%+3.3pp | 27.49%-35.6pp | -7.85%-0.3pp |
| Employer contribution / active EE | $3,402 | $2,746+23.9% | $3,636-6.4% | $2,597+31.0% |
| Participant deferral / active EE | $9,447 | $3,566+165.0% | $4,729+99.8% | $4,028+134.6% |
| Admin fee / account holder | $1,214 | $5,222-76.8% | $6,410-81.1% | $5,403-77.5% |