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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 | $154,848 | $42,383+265.4% | $76,518+102.4% | $64,173+141.3% |
| Participation rate | 89.4% | 58.1%+31.2pp | 68.0%+21.4pp | 69.6%+19.8pp |
| Annual return | -2.14% | -16.54%+14.4pp | -0.27%-1.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $11,181 | $1,563+615.2% | $2,647+322.4% | $2,381+369.6% |
| Participant deferral / active EE | $8,956 | $2,566+249.0% | $3,836+133.5% | $3,470+158.1% |
| Admin fee / account holder | $7,228 | $3,198+126.0% | $4,849+49.1% | $4,887+47.9% |