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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 | $247,263 | $73,863+234.8% | $143,797+72.0% | $68,490+261.0% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -19.02% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $10,025 | $3,185+214.8% | $4,952+102.4% | $2,597+286.1% |
| Participant deferral / active EE | $7,879 | $3,385+132.8% | $5,638+39.7% | $4,028+95.6% |
| Admin fee / account holder | $41,747 | $5,756+625.3% | $14,679+184.4% | $5,403+672.7% |