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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 | $222,975 | $54,162+311.7% | $68,612+225.0% | $64,173+247.5% |
| Participation rate | 93.5% | 68.1%+25.5pp | 72.2%+21.3pp | 69.6%+24.0pp |
| Annual return | -4.91% | -1.62%-3.3pp | -4.63%-0.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,312 | $1,846+25.2% | $2,625-11.9% | $2,381-2.9% |
| Participant deferral / active EE | $10,331 | $2,626+293.4% | $3,311+212.0% | $3,470+197.7% |
| Admin fee / account holder | $8,441 | $4,029+109.5% | $5,131+64.5% | $4,887+72.7% |