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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 | $176,001 | $60,396+191.4% | $111,392+58.0% | $56,289+212.7% |
| Participation rate | 90.7% | 72.4%+18.3pp | 78.9%+11.9pp | 69.9%+20.9pp |
| Annual return | -1.89% | 20.26%-22.2pp | -2.06%+0.2pp | -9.96%+8.1pp |
| Employer contribution / active EE | $6,117 | $3,459+76.8% | $4,328+41.3% | $2,111+189.7% |
| Participant deferral / active EE | $7,490 | $4,421+69.4% | $5,567+34.5% | $3,350+123.6% |
| Admin fee / account holder | $12,086 | $610+1881.0% | $12,266-1.5% | $521+2219.8% |