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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 | $212,792 | $62,583+240.0% | $76,767+177.2% | $64,173+231.6% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -6.67% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $11,590 | $1,832+532.6% | $2,485+366.3% | $2,381+386.8% |
| Participant deferral / active EE | $4,517 | $3,145+43.6% | $3,852+17.3% | $3,470+30.2% |
| Admin fee / account holder | $2,843 | $4,667-39.1% | $6,675-57.4% | $4,887-41.8% |