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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 | $193,297 | $82,678+133.8% | $125,391+54.2% | $68,490+182.2% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -6.31% | -5.97%-0.3pp | 572.41%-578.7pp | -7.85%+1.5pp |
| Employer contribution / active EE | $8,188 | $3,382+142.1% | $4,816+70.0% | $2,597+215.3% |
| Participant deferral / active EE | $10,654 | $6,111+74.3% | $7,448+43.0% | $4,028+164.5% |
| Admin fee / account holder | $8,666 | $6,277+38.0% | $10,009-13.4% | $5,403+60.4% |