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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 | $207,447 | $50,947+307.2% | $74,551+178.3% | $64,173+223.3% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.1%+23.7pp | 69.6%+23.3pp |
| Annual return | -6.33% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $8,780 | $1,115+687.1% | $1,961+347.7% | $2,381+268.8% |
| Participant deferral / active EE | $6,383 | $2,302+177.4% | $3,108+105.4% | $3,470+84.0% |
| Admin fee / account holder | $1,392 | $4,221-67.0% | $5,059-72.5% | $4,887-71.5% |