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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 | $188,655 | $77,816+142.4% | $123,549+52.7% | $64,181+193.9% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.3%+10.9pp | 69.6%+23.6pp |
| Annual return | -4.96% | 12.49%-17.4pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,139 | $3,014-29.0% | $4,628-53.8% | $2,381-10.2% |
| Participant deferral / active EE | $10,663 | $5,240+103.5% | $6,426+65.9% | $3,470+207.3% |
| Admin fee / account holder | $17,016 | $5,519+208.3% | $9,284+83.3% | $4,887+248.2% |