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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 | $231,387 | $69,012+235.3% | $160,009+44.6% | $68,486+237.9% |
| Participation rate | 81.3% | 65.4%+15.8pp | 78.0%+3.3pp | 67.9%+13.4pp |
| Annual return | -10.34% | -9.65%-0.7pp | 408.85%-419.2pp | -7.85%-2.5pp |
| Employer contribution / active EE | $2,238 | $2,212+1.2% | $4,225-47.0% | $2,597-13.8% |
| Participant deferral / active EE | $12,638 | $4,212+200.1% | $6,183+104.4% | $4,028+213.8% |
| Admin fee / account holder | $13,780 | $4,798+187.2% | $8,715+58.1% | $5,404+155.0% |