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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 | $212,541 | $94,529+124.8% | $140,019+51.8% | $64,173+231.2% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.8pp |
| Annual return | -4.68% | 7.77%-12.5pp | 651.17%-655.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,090 | $3,812+59.7% | $5,605+8.6% | $2,381+155.8% |
| Participant deferral / active EE | $7,039 | $5,250+34.1% | $6,927+1.6% | $3,470+102.9% |
| Admin fee / account holder | $3,691 | $6,741-45.2% | $10,705-65.5% | $4,887-24.5% |