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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 | $122,355 | $72,404+69.0% | $110,243+11.0% | $64,173+90.7% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.6%+19.1pp |
| Annual return | -6.02% | -6.29%+0.3pp | 314.76%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,967 | $2,282+30.1% | $3,827-22.5% | $2,381+24.6% |
| Participant deferral / active EE | $7,912 | $3,469+128.1% | $4,672+69.3% | $3,470+128.0% |
| Admin fee / account holder | $5,927 | $5,664+4.6% | $8,548-30.7% | $4,887+21.3% |