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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 | $191,746 | $65,704+191.8% | $94,229+103.5% | $59,633+221.5% |
| Participation rate | 84.0% | 72.1%+11.9pp | 78.8%+5.2pp | 68.7%+15.3pp |
| Annual return | -0.46% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $6,224 | $2,021+208.0% | $3,587+73.5% | $2,203+182.6% |
| Participant deferral / active EE | $11,084 | $3,143+252.7% | $4,320+156.5% | $3,192+247.3% |
| Admin fee / account holder | $3,956 | $4,265-7.2% | $6,269-36.9% | $4,297-7.9% |