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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 | $190,109 | $49,177+286.6% | $79,467+139.2% | $64,173+196.2% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -5.50% | -1.16%-4.3pp | 718.30%-723.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,206 | $2,076+198.9% | $2,800+121.6% | $2,381+160.6% |
| Participant deferral / active EE | $7,448 | $2,821+164.0% | $3,704+101.1% | $3,470+114.7% |
| Admin fee / account holder | $426 | $3,839-88.9% | $5,104-91.7% | $4,887-91.3% |