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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 | $230,844 | $110,083+109.7% | $151,628+52.2% | $68,495+237.0% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -12.81% | -10.12%-2.7pp | 3.34%-16.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $13,503 | $4,470+202.1% | $6,165+119.0% | $2,596+420.0% |
| Participant deferral / active EE | $14,128 | $6,526+116.5% | $8,363+68.9% | $4,028+250.8% |
| Admin fee / account holder | $7,721 | $7,7180% | $11,613-33.5% | $5,403+42.9% |