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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 | $227,121 | $57,352+296.0% | $83,831+170.9% | $64,173+253.9% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -7.79% | 11.38%-19.2pp | 850.99%-858.8pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,578 | $2,546+158.4% | $3,631+81.1% | $2,381+176.3% |
| Participant deferral / active EE | $9,630 | $2,993+221.8% | $4,082+135.9% | $3,470+177.6% |
| Admin fee / account holder | $2,692 | $4,046-33.5% | $5,479-50.9% | $4,887-44.9% |