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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 | $213,738 | $77,817+174.7% | $123,553+73.0% | $64,173+233.1% |
| Participation rate | 77.5% | 74.7%+2.8pp | 82.3%-4.8pp | 69.6%+7.9pp |
| Annual return | -5.92% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $13,486 | $3,014+347.4% | $4,628+191.4% | $2,381+466.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,539 | $5,519-72.1% | $9,284-83.4% | $4,887-68.5% |