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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 | $217,819 | $56,484+285.6% | $169,452+28.5% | $64,173+239.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.64% | -1.55%-1.1pp | 1.83%-4.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,846 | $1,832+109.9% | $4,157-7.5% | $2,381+61.5% |
| Participant deferral / active EE | $8,414 | $3,448+144.0% | $5,277+59.4% | $3,470+142.5% |
| Admin fee / account holder | $12,335 | $4,174+195.5% | $9,110+35.4% | $4,887+152.4% |