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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 | $213,759 | $64,729+230.2% | $112,263+90.4% | $68,490+212.1% |
| Participation rate | 71.1% | 67.2%+4.0pp | 75.1%-4.0pp | 67.9%+3.2pp |
| Annual return | -8.80% | -11.40%+2.6pp | 27.49%-36.3pp | -7.85%-0.9pp |
| Employer contribution / active EE | $10,648 | $2,746+287.8% | $3,636+192.8% | $2,597+310.1% |
| Participant deferral / active EE | $6,117 | $3,566+71.6% | $4,729+29.3% | $4,028+51.9% |
| Admin fee / account holder | $9,244 | $5,222+77.0% | $6,410+44.2% | $5,403+71.1% |