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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 | $217,090 | $110,083+97.2% | $151,645+43.2% | $68,490+217.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -14.80% | -10.12%-4.7pp | 3.34%-18.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $7,501 | $4,470+67.8% | $6,165+21.7% | $2,597+188.9% |
| Participant deferral / active EE | $11,234 | $6,526+72.1% | $8,363+34.3% | $4,028+178.9% |
| Admin fee / account holder | $3,932 | $7,718-49.0% | $11,614-66.1% | $5,403-27.2% |