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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 | $194,392 | $72,177+169.3% | $115,038+69.0% | $59,633+226.0% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | -0.74% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $7,459 | $2,841+162.5% | $4,608+61.9% | $2,203+238.6% |
| Participant deferral / active EE | $8,797 | $4,783+83.9% | $6,026+46.0% | $3,192+175.6% |
| Admin fee / account holder | $1,652 | $4,927-66.5% | $8,175-79.8% | $4,297-61.6% |