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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 | $204,947 | $77,817+163.4% | $123,553+65.9% | $64,173+219.4% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -6.15% | 12.49%-18.6pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,237 | $3,014+73.7% | $4,628+13.2% | $2,381+120.0% |
| Participant deferral / active EE | $8,598 | $5,240+64.1% | $6,426+33.8% | $3,470+147.8% |
| Admin fee / account holder | $2,812 | $5,519-49.0% | $9,284-69.7% | $4,887-42.5% |