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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 | $218,266 | $94,529+130.9% | $140,019+55.9% | $64,173+240.1% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | -3.36% | 7.77%-11.1pp | 651.17%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $10,345 | $3,812+171.3% | $5,605+84.6% | $2,381+334.5% |
| Participant deferral / active EE | $3,530 | $5,250-32.8% | $6,927-49.0% | $3,470+1.7% |
| Admin fee / account holder | $36,068 | $6,741+435.1% | $10,705+236.9% | $4,887+638.0% |