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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 | $190,370 | $42,383+349.2% | $76,523+148.8% | $64,181+196.6% |
| Participation rate | 90.9% | 58.1%+32.8pp | 68.0%+22.9pp | 69.6%+21.3pp |
| Annual return | -2.92% | -16.54%+13.6pp | -0.27%-2.6pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,169 | $1,563+38.7% | $2,647-18.1% | $2,381-8.9% |
| Participant deferral / active EE | $5,887 | $2,566+129.4% | $3,835+53.5% | $3,470+69.7% |
| Admin fee / account holder | $2,613 | $3,198-18.3% | $4,848-46.1% | $4,887-46.5% |