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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 | $210,860 | $131,835+59.9% | $108,582+94.2% | $273,972-23.0% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 7.22% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $8,242 | $4,913+67.8% | $3,758+119.3% | $4,869+69.3% |
| Participant deferral / active EE | $11,405 | $5,127+122.4% | $4,311+164.6% | $5,287+115.7% |
| Admin fee / account holder | $2,575 | $10,253-74.9% | $7,645-66.3% | $10,133-74.6% |