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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 | $214,014 | $97,020+120.6% | $83,327+156.8% | $135,380+58.1% |
| Participation rate | 95.0% | 80.4%+14.6pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -6.75% | 12.31%-19.1pp | 10.64%-17.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $7,551 | $4,144+82.2% | $3,379+123.5% | $4,779+58.0% |
| Participant deferral / active EE | $3,389 | $5,964-43.2% | $5,565-39.1% | $5,609-39.6% |
| Admin fee / account holder | $6,022 | $8,426-28.5% | $7,540-20.1% | $10,828-44.4% |