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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 | $228,097 | $53,596+325.6% | $90,657+151.6% | $64,173+255.4% |
| Participation rate | 90.0% | 64.5%+25.5pp | 74.0%+16.0pp | 69.6%+20.4pp |
| Annual return | -6.50% | 4.41%-10.9pp | 1.89%-8.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,607 | $1,503+140.0% | $2,532+42.5% | $2,381+51.5% |
| Participant deferral / active EE | $8,551 | $2,459+247.8% | $3,424+149.7% | $3,470+146.5% |
| Admin fee / account holder | $10,373 | $3,868+168.2% | $4,994+107.7% | $4,887+112.2% |