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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 | $228,089 | $56,484+303.8% | $169,452+34.6% | $64,173+255.4% |
| Participation rate | 96.8% | 64.5%+32.2pp | 77.8%+19.0pp | 69.6%+27.2pp |
| Annual return | -1.33% | -1.55%+0.2pp | 1.83%-3.2pp | 7.63%-9.0pp |
| Employer contribution / active EE | $10,186 | $1,832+455.9% | $4,157+145.0% | $2,381+327.8% |
| Participant deferral / active EE | $13,249 | $3,448+284.3% | $5,277+151.1% | $3,470+281.8% |
| Admin fee / account holder | $10,330 | $4,174+147.5% | $9,110+13.4% | $4,887+111.4% |