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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 | $199,785 | $56,484+253.7% | $169,452+17.9% | $64,173+211.3% |
| Participation rate | 96.2% | 64.5%+31.6pp | 77.8%+18.4pp | 69.6%+26.6pp |
| Annual return | -4.13% | -1.55%-2.6pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $8,141 | $1,832+344.3% | $4,157+95.9% | $2,381+242.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,073 | $4,174+21.5% | $9,110-44.3% | $4,887+3.8% |