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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 | $158,211 | $57,352+175.9% | $83,831+88.7% | $64,173+146.5% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -8.31% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,374 | $2,546+32.6% | $3,631-7.1% | $2,381+41.7% |
| Participant deferral / active EE | $5,745 | $2,993+92.0% | $4,082+40.7% | $3,470+65.6% |
| Admin fee / account holder | $1,248 | $4,046-69.2% | $5,479-77.2% | $4,887-74.5% |