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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 | $188,168 | $83,908+124.3% | $68,509+174.7% | $125,389+50.1% |
| Participation rate | 94.4% | 78.2%+16.3pp | 74.7%+19.7pp | 83.2%+11.3pp |
| Annual return | -2.18% | 14.48%-16.7pp | 8.27%-10.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $11,366 | $3,031+275.0% | $2,278+399.0% | $4,866+133.6% |
| Participant deferral / active EE | $7,648 | $4,125+85.4% | $3,382+126.1% | $5,352+42.9% |
| Admin fee / account holder | $729 | $8,982-91.9% | $5,275-86.2% | $9,541-92.4% |