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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 | $192,316 | $73,848+160.4% | $143,799+33.7% | $68,486+180.8% |
| Participation rate | 84.7% | 66.7%+18.0pp | 80.3%+4.4pp | 67.9%+16.8pp |
| Annual return | -18.71% | 0.91%-19.6pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $11,387 | $3,184+257.6% | $4,952+129.9% | $2,597+338.5% |
| Participant deferral / active EE | $7,744 | $3,385+128.8% | $5,638+37.4% | $4,028+92.3% |
| Admin fee / account holder | $3,362 | $5,755-41.6% | $14,677-77.1% | $5,404-37.8% |