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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 | $228,523 | $45,872+398.2% | $77,100+196.4% | $68,490+233.7% |
| Participation rate | 91.3% | 55.9%+35.3pp | 67.9%+23.3pp | 67.9%+23.4pp |
| Annual return | -14.78% | 1.73%-16.5pp | 42.35%-57.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $8,074 | $1,650+389.4% | $2,815+186.8% | $2,597+210.9% |
| Participant deferral / active EE | $8,697 | $2,963+193.5% | $4,430+96.3% | $4,028+115.9% |
| Admin fee / account holder | $7,169 | $3,041+135.7% | $5,443+31.7% | $5,403+32.7% |