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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 | $202,575 | $62,583+223.7% | $76,767+163.9% | $64,173+215.7% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -6.66% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $11,723 | $1,832+539.8% | $2,485+371.7% | $2,381+392.4% |
| Participant deferral / active EE | $9,202 | $3,145+192.6% | $3,852+138.9% | $3,470+165.2% |
| Admin fee / account holder | $2,178 | $4,667-53.3% | $6,675-67.4% | $4,887-55.4% |