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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 | $211,196 | $64,729+226.3% | $112,263+88.1% | $68,490+208.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.25% | -11.40%-2.9pp | 27.49%-41.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $7,940 | $2,746+189.2% | $3,636+118.4% | $2,597+205.8% |
| Participant deferral / active EE | $3,954 | $3,566+10.9% | $4,729-16.4% | $4,028-1.8% |
| Admin fee / account holder | $3,077 | $5,222-41.1% | $6,410-52.0% | $5,403-43.1% |