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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 | $231,099 | $78,694+193.7% | $67,653+241.6% | $125,388+84.3% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.0pp | 83.2%+2.5pp |
| Annual return | -2.54% | 9.46%-12.0pp | 6625.22%-6627.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $3,534 | $3,044+16.1% | $2,266+56.0% | $4,866-27.4% |
| Participant deferral / active EE | $7,347 | $4,292+71.2% | $3,560+106.4% | $5,352+37.3% |
| Admin fee / account holder | $2,097 | $7,403-71.7% | $4,821-56.5% | $9,541-78.0% |