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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 | $188,545 | $72,177+161.2% | $115,037+63.9% | $59,632+216.2% |
| Participation rate | 86.0% | 72.6%+13.4pp | 81.4%+4.6pp | 68.7%+17.3pp |
| Annual return | -0.76% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.32%-2042.1pp |
| Employer contribution / active EE | $10,241 | $2,841+260.4% | $4,608+122.3% | $2,203+364.9% |
| Participant deferral / active EE | $10,871 | $4,783+127.3% | $6,026+80.4% | $3,192+240.6% |
| Admin fee / account holder | $4,632 | $4,927-6.0% | $8,175-43.3% | $4,297+7.8% |