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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 | $226,032 | $72,404+212.2% | $110,243+105.0% | $64,173+252.2% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | -4.48% | -6.29%+1.8pp | 314.76%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $14,346 | $2,282+528.8% | $3,827+274.9% | $2,381+502.5% |
| Participant deferral / active EE | $11,395 | $3,469+228.5% | $4,672+143.9% | $3,470+228.4% |
| Admin fee / account holder | $7,443 | $5,664+31.4% | $8,548-12.9% | $4,887+52.3% |