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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 | $164,026 | $71,873+128.2% | $86,698+89.2% | $68,490+139.5% |
| Participation rate | 92.1% | 72.2%+19.8pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -8.12% | 3.54%-11.7pp | 35.96%-44.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $5,548 | $2,173+155.3% | $2,837+95.6% | $2,597+113.6% |
| Participant deferral / active EE | $7,291 | $3,779+92.9% | $4,656+56.6% | $4,028+81.0% |
| Admin fee / account holder | $8,014 | $6,110+31.1% | $7,492+7.0% | $5,403+48.3% |