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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 | $238,826 | $64,729+269.0% | $112,263+112.7% | $68,490+248.7% |
| Participation rate | 97.8% | 67.2%+30.7pp | 75.1%+22.8pp | 67.9%+29.9pp |
| Annual return | -11.96% | -11.40%-0.6pp | 27.49%-39.5pp | -7.85%-4.1pp |
| Employer contribution / active EE | $14,381 | $2,746+423.7% | $3,636+295.5% | $2,597+453.8% |
| Participant deferral / active EE | $8,815 | $3,566+147.2% | $4,729+86.4% | $4,028+118.9% |
| Admin fee / account holder | $22,875 | $5,222+338.1% | $6,410+256.8% | $5,403+323.4% |