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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 | $173,311 | $77,816+122.7% | $123,552+40.3% | $64,173+170.1% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.2pp |
| Annual return | -6.38% | 12.49%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,401 | $3,014+12.8% | $4,628-26.5% | $2,381+42.8% |
| Participant deferral / active EE | $7,037 | $5,240+34.3% | $6,426+9.5% | $3,470+102.8% |
| Admin fee / account holder | $7,082 | $5,519+28.3% | $9,285-23.7% | $4,887+44.9% |