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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 | $219,512 | $50,947+330.9% | $74,551+194.4% | $64,173+242.1% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -3.76% | -1.85%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,457 | $1,115+389.2% | $1,961+178.2% | $2,381+129.2% |
| Participant deferral / active EE | $8,676 | $2,302+277.0% | $3,108+179.1% | $3,470+150.1% |
| Admin fee / account holder | $8,917 | $4,221+111.3% | $5,059+76.3% | $4,887+82.4% |