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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 | $232,171 | $99,032+134.4% | $80,022+190.1% | $135,380+71.5% |
| Participation rate | 84.2% | 78.4%+5.9pp | 75.8%+8.4pp | 82.6%+1.6pp |
| Annual return | -5.56% | 15.39%-20.9pp | 11.22%-16.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $9,186 | $3,043+201.8% | $2,468+272.2% | $4,779+92.2% |
| Participant deferral / active EE | $7,106 | $4,282+65.9% | $3,686+92.8% | $5,609+26.7% |
| Admin fee / account holder | $2,284 | $10,436-78.1% | $6,521-65.0% | $10,828-78.9% |