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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 | $219,409 | $110,083+99.3% | $151,639+44.7% | $68,486+220.4% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -11.61% | -10.12%-1.5pp | 3.34%-15.0pp | -7.85%-3.8pp |
| Employer contribution / active EE | $9,355 | $4,470+109.3% | $6,165+51.7% | $2,597+260.3% |
| Participant deferral / active EE | $14,180 | $6,526+117.3% | $8,363+69.5% | $4,028+252.1% |
| Admin fee / account holder | $33,622 | $7,718+335.7% | $11,613+189.5% | $5,404+522.2% |