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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 | $199,116 | $72,388+175.1% | $111,392+78.8% | $64,173+210.3% |
| Participation rate | 90.9% | 70.5%+20.4pp | 78.9%+12.0pp | 69.6%+21.3pp |
| Annual return | -4.25% | -1.50%-2.7pp | -2.06%-2.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $9,059 | $3,000+202.0% | $4,328+109.3% | $2,381+280.5% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,478 | $5,719+65.7% | $12,266-22.7% | $4,887+93.9% |