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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 | $249,978 | $56,484+342.6% | $169,452+47.5% | $64,173+289.5% |
| Participation rate | 93.3% | 64.5%+28.8pp | 77.8%+15.6pp | 69.6%+23.8pp |
| Annual return | -4.18% | -1.55%-2.6pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,658 | $1,832+208.8% | $4,157+36.1% | $2,381+137.6% |
| Participant deferral / active EE | $20,078 | $3,448+482.3% | $5,277+280.5% | $3,470+478.7% |
| Admin fee / account holder | $4,075 | $4,174-2.4% | $9,110-55.3% | $4,887-16.6% |