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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 | $193,152 | $71,878+168.7% | $86,698+122.8% | $68,486+182.0% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -15.22% | 3.53%-18.8pp | 35.95%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,796 | $2,173+28.6% | $2,837-1.4% | $2,597+7.7% |
| Participant deferral / active EE | $6,331 | $3,779+67.5% | $4,656+36.0% | $4,028+57.2% |
| Admin fee / account holder | $3,880 | $6,113-36.5% | $7,493-48.2% | $5,404-28.2% |