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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 | $208,694 | $62,583+233.5% | $76,767+171.9% | $64,173+225.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -5.97% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,101 | $1,832+233.0% | $2,485+145.5% | $2,381+156.2% |
| Participant deferral / active EE | $8,286 | $3,145+163.5% | $3,852+115.1% | $3,470+138.8% |
| Admin fee / account holder | $15,791 | $4,667+238.4% | $6,675+136.6% | $4,887+223.1% |